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Team accounts: manage audits together with the Agency plan

3 auditors, 1 dashboard, 0 confusion. The Agency plan centralizes credits, audits, and branding in a shared workspace with defined roles.

Key Takeaways
  • The Agency plan lets multiple team members work from the same dashboard, with a shared credit pool and centralized client site management
  • Three distinct roles — Admin, Auditor, Viewer — control who can run audits, manage the team, or simply view reports
  • The activity log tracks every action (who audited what, when) and white-label branding is automatically applied to all team exports

Three people in your agency use Orilyt. Each has their own account. Each buys their own credits. Each sees their own audits, but not the others'. When a client calls, you have to ask "who ran the audit on that site again?".

This scenario is common in small and mid-sized web agencies. The tools are individual, but the work is collective. The result: scattered audits, wasted credits, and no overall view of the client portfolio.

The Agency plan fixes this. A shared workspace, a single credit pool, defined roles, and a complete activity log. All audits in one place, with your agency's branding applied automatically.

Orilyt team accounts: shared workspace with Admin, Auditor and Viewer roles, unified credit pool and white-label

Why individual accounts are no longer enough

As long as one person handles all audits, an individual account works fine. But as soon as the team grows, the limitations show:

  1. Fragmented credits — Each member buys their own credits. One has 40 expiring next month, another has 3. No way to share
  2. Isolated audits — Claire's audits aren't visible to Marc. A client calls back, nobody knows who ran the last audit or what the score was
  3. Inconsistent branding — One member configured white-label, the others didn't. Reports sent to clients don't have the same visual identity
  4. No traceability — Impossible to know who consumed how many credits, who audited which site, or when

These frictions seem minor individually. Accumulated over months, they cost time, credits, and credibility with clients.

The problem isn't the tool. It's that the tool was designed for one user, not for a team.

A shared workspace

With the Agency plan, all team members access the same dashboard. Audits, client sites, reports, and credits are centralized in one place.

  1. Unified dashboard — All audits performed by the team appear in a single view. Filter by site, date, auditor, or score
  2. Shared client portfolio — Audited sites are managed collectively. Add a site once, the whole team can see and audit it
  3. Complete history — Each site keeps the history of all its audits, regardless of which member launched them. Ideal for tracking progress and before/after comparisons

The shared workspace eliminates the "whose account is it in?" question. Everything is in one place, accessible to the whole team according to their role.

Roles and permissions: Admin, Auditor, Viewer

Sharing a workspace doesn't mean everyone can do everything. The Agency plan offers three access levels:

  1. Admin — Full access. Manages the team (invitations, removals), purchases credits, configures white-label, accesses the activity log. The agency account owner
  2. Auditor — Runs audits, views all reports, exports PDFs. Consumes credits from the shared pool. Cannot manage the team or purchase credits
  3. Viewer — Read-only access. Sees reports and scores but cannot run audits or export PDFs. Ideal for project managers or sales reps who need to check results

Roles ensure each member has exactly the permissions they need. The admin controls costs, the auditor works freely, the viewer consults without risk.

Giving everyone access doesn't mean giving everyone the same rights. Roles structure collaboration without slowing it down.

Shared credit pool

With individual accounts, each member manages their own credits. With the Agency plan, the agency purchases a shared credit pool that all auditors consume:

  1. Centralized purchasing — The admin buys credits (subscription or packs). One budget, one invoice, no individual expense reports
  2. FIFO consumption — Credits closest to expiration are used first, automatically. No waste
  3. Per-member tracking — The activity log shows how much each auditor consumed. The admin maintains visibility on usage without micromanaging

The shared pool simplifies financial management. No more asking "who still has credits?" — the team draws from a common balance, and the admin sees the remaining balance in real time.

Activity log and white-label

Two features complete the shared workspace:

  1. Activity log — Every audit launched, every credit consumed, every report exported is logged with the member's name, date, and time. The admin reviews this log to monitor team activity
  2. White-label applied to the whole team — The admin configures the logo, favicon, and colors once. All PDF exports — client and technical — automatically use the agency's branding, regardless of which member exports

The activity log answers "who did what?" without sending an email. White-label guarantees consistent visual identity across all deliverables, even when five different people produce them.

The activity log is the Slack of auditing: you know who did what without having to ask.

The agency as a unit, not a collection of individuals

An individual audit tool works for a freelancer. For a team, you need a shared space that reflects the reality of collective work: pooled credits, audits visible to everyone, roles that structure responsibilities.

The Agency plan transforms Orilyt from a solo tool into a team platform. Same credits, same dashboard, same branding — but distinct roles so everyone knows what to do.

Available Q2 2026. Stay informed by creating your free account now.

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