Before you start generating content, spending a few minutes on account setup ensures the AI knows exactly who you are and what you do. This page walks you through the three essentials: completing your brand profile, inviting your team, and connecting your publishing tools.
1. Complete Your Brand Profile
Your brand profile is the single most important thing you can do to improve AI output quality. The more complete it is, the more on-brand and accurate every piece of generated content will be.
What to fill in
| Field | Why it matters |
|---|---|
| Company Name | Used in content, reports, and your client-facing profile. |
| Company Description | Gives the AI critical context about what you do so it avoids generic filler. |
| Industry & Location | Focuses content on relevant topics and local targeting. |
| Website URL | Enables website scanning so the AI can learn your existing tone and services. |
| Logo | Appears in collaterals, reports, and white-label views. |
| Brand Colors | Applied automatically to visual assets and reports. |
How to update your brand settings
- 1
Go to Brand IQ → Company Identity
In the main navigation, click Brand IQ, then select Company Identity.
- 2
Edit each section
Click Edit next to the section you want to update — Company Info, Description, Industry, or Colors.
- 3
Upload your logo
Click the logo upload area, choose a PNG or SVG file, crop if needed, and click Save.
- 4
Set your brand colors
Click Edit next to your color palette. Enter your primary and secondary hex codes manually, or click Extract Colors from Website if you've already added your URL.
- 5
Save
Click Save. Changes apply to all future content generation immediately.
Brand changes apply going forward — they won't retroactively update content you've already created.
2. Invite Your Team
RogIQ uses role-based access so each person on your team sees exactly what they need — nothing more.
Roles at a glance
| Role | What they can do |
|---|---|
| Owner / Admin | Full access: settings, billing, users, all content. |
| Editor | Create, write, and edit content. Cannot manage settings or billing. |
| Approver | Review and approve (or reject) content before it publishes. |
| Viewer | Read-only access — great for clients who just want to see results. |
How to send an invite
- 1
Open Team Settings
Navigate to Settings → Team & Access in the main menu.
- 2
Click + Invite User
Click the + Invite User button.
- 3
Enter their email and choose a role
Type their email address, select the appropriate role from the dropdown, and click Send Invite.
- 4
They accept via email
The invitee receives an email with a link to accept and set up their password. The invitation expires after 7 days — resend from Settings → Team & Access if needed.
Inviting a client? Give them the Viewer role so they can see their content and reports without accidentally changing anything. If they need to approve content, you can add the Approver permission separately without upgrading them to Editor.
Agency users: managing multiple companies
If you're running an agency account, each client company gets its own isolated workspace. Team members can be scoped to specific companies so a writer for Client A never sees Client B's content.
Go to Companies from the agency navigation.
Click Open on any client to enter their workspace.
Invite team members from within that client's Settings → Team & Access to scope them to that company only.
Use the breadcrumb or the back arrow at the top of the screen to return to the agency view.
3. Connect Your Tools
Integrations unlock publishing, analytics, and social scheduling. Most connect in under two minutes.
| Integration | What it unlocks |
|---|---|
| WordPress | Publish blog posts directly from RogIQ to your WordPress site. |
| Google Search Console | Pulls keyword ranking and search traffic data into Search Insights. |
| Google Analytics | Brings website traffic and engagement data into Performance Analytics. |
| Social Accounts | Enables social post scheduling and social analytics. |
| ATS / CRM (via Rog Connect) | Syncs contacts and candidate data (availability varies by plan). |
How to connect a tool
- 1
Go to Settings → Integrations
Navigate to Settings → Integrations in the main menu.
- 2
Click Connect
Find the tool you want to connect and click Connect.
- 3
Authorize
You'll be redirected to the third-party platform (for example, Google). Log in and grant the requested permissions.
- 4
Done
You'll return to RogIQ and the integration status will show Connected.
If an integration shows a warning or error, your authorization token has likely expired. Click Reconnect to go through the flow again — your existing data won't be lost.
Frequently Asked Questions
Can I change a team member's role later?
Yes. Go to Settings → Team & Access, find the user, and click the role dropdown to change it. The change takes effect immediately.
What happens if an invitation expires?
Invitations expire after 7 days. Go to Settings → Team & Access, find the pending invite, and click Resend to send a fresh link.
Can the same person manage multiple client companies?
Yes. Agency-level Admins and Editors automatically have access to all client companies under your agency account. If you want to restrict a team member to specific clients, invite them at the individual client level instead of the agency level.
Can I connect the same WordPress site to multiple accounts?
No — each WordPress integration is a one-to-one connection. If you need to publish to the same site from multiple client accounts, contact support.