Manage Your SEOPlan Tools and Account

1. Create the account. Enter your name, company, email, password, and matching confirmation. The strength indicator must show that the password meets the requirements.
2. Verify the email. Open the message from SEOPlan and use its verification link. Verification links should only be used by the address that registered.
3. Sign in. Use Customer Login in the site header. The eye button reveals or hides the password without changing it.
4. Recover access. Choose “Lost your password?” and follow the one-time email link. If the message is absent, check Spam before requesting another.

Open Overview to see the current plan, status, audit allowance, website allowance, and remaining usage. Use Compare plans for the current commercial offer; features and limits shown there take precedence over examples in this guide.

1. Enter the root domain, such as example.com; do not paste a private administration URL.
2. Add an optional label such as “Main website” or “UK store”.
3. Select Add website. Duplicate or invalid domains are rejected.
4. To remove coverage, use Remove beside the domain. Review dependent monitoring schedules first.

Owners and Managers can change websites. Analysts and Viewers can only see the websites shared with their workspace.

1. Submit a public HTTP or HTTPS website address and choose Create Private Audit.
2. Keep the progress page open or return through Reports. A completed email may also link to the report.
3. Start with the overall score and failed or warning checks, then inspect site-wide priorities and affected pages.
4. Use Download CSV for the page inventory or Print / Save PDF for a portable copy.
5. Use Delete report when the record is no longer needed. Deletion is immediate and cannot be undone.

1. Add the website to the workspace, then open Monitoring.
2. Choose an available frequency and save the schedule. Frequencies depend on the current plan.
3. After the first completed scan, confirm that a baseline appears.
4. Review new issues, recoveries, score movements, and scan problems in Alerts.
5. Mark reviewed alerts as read. Use Email alert preferences to choose which events should also be emailed.

A scan failure means the comparison could not be completed; it is not proof that the website has an SEO failure. Retry after temporary hosting or connectivity problems are resolved.

1. The workspace owner selects Connect Google and signs in to the Google account with access to the required properties.
2. On the consent screen, approve Search Console and Analytics read access.
3. Back in SEOPlan, choose one verified Search Console property and one GA4 property, then select Save Google properties.
4. Review the latest complete 28-day evidence, priority signals, landing pages, and history available to the plan.
5. Use Disconnect Google to remove saved tokens. You can also revoke access from Google Account connections.

1. Review an actionable Google priority signal and select Add to Action Plan.
2. Open Action Plan, assign an eligible team member, and change the state from To review to In progress.
3. When implementation is complete, select Done. If connected evidence is ready, SEOPlan saves a baseline.
4. After the evidence window matures, review directional change under Measured impact.
5. Use Dismissed for a deliberate non-action; do not mark unimplemented work Done merely to clear the list.

Measured movement is directional evidence, not proof that one action caused the outcome. Record other releases and external factors in your internal decision log.

• Compare Search Console and GA4 movement with the previous complete period.
• Review actionable Google signals and open Action Plan items.
• Check active monitoring and unread alerts before choosing the next work.
• Use the email link to return to the live dashboard; the email is a summary, not a permanent report.
• Control weekly delivery in Email alert preferences when that option is available.

1. The owner enters the email, chooses a role, and sends the invitation.
2. The recipient opens the email and signs in—or creates an account—with that exact address.
3. The owner can change the role with the selector and Save, or revoke access with Remove.

Only the workspace owner controls billing, Google connections, API keys, and destructive membership decisions.

• Active: paid access is available through the displayed renewal date.
• Cancellation scheduled: access continues until the paid period ends; eligible subscriptions can be reactivated before then.
• Past due: update the payment method during the displayed grace period to avoid reduction to Free.
• Upgrade: the current Stripe subscription should be changed, not duplicated; applicable prorations are displayed by Stripe.
• Downgrade: eligible reductions are normally scheduled for the next renewal to preserve already-paid access.

While public checkout is closed, paid-plan buttons request early access and take no payment. When live sales are activated, the Billing panel and Stripe confirmation screen become the authoritative source for amounts and dates.

1. The workspace owner selects Create API key and copies the value immediately; the full key is shown only once.
2. Store it in a secret manager or protected server setting—not source code, screenshots, email, or browser bookmarks.
3. Send it only to documented SEOPlan API endpoints using the required authorization header.
4. Rotate or revoke the key when a team member leaves, an integration is retired, or exposure is suspected.

Read the current Privacy Policy and Terms of Service for the formal framework and contact path.

• The page or dashboard section where the problem occurred.
• The approximate date, time, and timezone.
• The action immediately before the problem and the visible error message.
• The affected website or report identifier, when it is not confidential.
• A screenshot with passwords, API keys, payment details, tokens, and private customer data removed.