Module 1 of 12 · Getting started · Lesson 1 of 7

What ItzSEO is and how it is organised

The three ideas everything else builds on: your workspace, the projects inside it, and the people you let in.

4 minBeginnerFor: Agency owner or manager, Team memberLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

ItzSEO is one place to run a digital agency: SEO, content, websites, leads, client chat, billing and your team. Before you click anything it helps to know how the app is organised, because every screen follows the same three ideas.

By the end you can

Say what a workspace, a project and a member are
Open the app and recognise the main areas of the screen
Know where the Help Hub is when you are stuck

Screens used

Steps

1
Sign in
On: itzseo.com
Open itzseo.com and choose Sign in at the top right. If you do not have an account yet, choose Sign up instead. If someone invited you, use the link in the invitation email so you land in their workspace.
You should see: The app opens and your workspace name shows at the top of the screen.
2
Meet your workspace
On: /projects
A workspace is your agency's account. It holds everything: projects, contacts, messages, your team and your settings. Most people belong to one workspace. If you belong to more than one, the workspace name at the top is a switcher.
You should see: You can point to your workspace name on screen.
3
Open Projects
On: /projects
Go to Projects. A project is the work you do for one client: their website, content, keywords, audits, tasks and messages all live inside it. The page lists your projects with tabs for All, Active, Paused and Archived.
You should see: The Projects page shows the heading "Your projects" and a New project button.
4
Understand who can see what
On: /projects
People are added in two places. A person is a member of the workspace, and is then added to the projects they should work on. A teammate who cannot see a project is usually missing from that project's Members page. Clients are invited as External client and only see their own portal.
You should see: You know that access is given per project, not all at once.
5
Find the Help Hub
On: /help
Open Help Hub from the bottom of the left menu. It has every reference article, a search box, and an Ask a question box that answers from those articles. This course is the step-by-step companion to it.
You should see: The Help Hub opens with a list of help sections.

Tips

Do the lessons in order the first time. Each one takes a few minutes and builds on the one before.
Each lesson has a Test checklist tab. Use it to confirm the step worked before you move on.

Troubleshooting

You signed in but see an empty workspace instead of your agency's.: You created a new account instead of accepting the invitation. Open the invitation email again and use its link while signed in with the same email address.

One row per shot, in the same order as the guide. Estimated length 2:46, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: What ItzSEO is and how it is organised. The three ideas everything else builds on: your workspace, the projects inside it, and the people you let in.

Hold until you see: Lesson title on screen for three seconds.

0:20Step 1: Sign in (itzseo.com)

Say: Open itzseo.com and choose Sign in at the top right. If you do not have an account yet, choose Sign up instead. If someone invited you, use the link in the invitation email so you land in their workspace.

Hold until you see: The app opens and your workspace name shows at the top of the screen.

0:45Step 2: Meet your workspace (/projects)

Say: A workspace is your agency's account. It holds everything: projects, contacts, messages, your team and your settings. Most people belong to one workspace. If you belong to more than one, the workspace name at the top is a switcher.

Hold until you see: You can point to your workspace name on screen.

1:10Step 3: Open Projects (/projects)

Say: Go to Projects. A project is the work you do for one client: their website, content, keywords, audits, tasks and messages all live inside it. The page lists your projects with tabs for All, Active, Paused and Archived.

Hold until you see: The Projects page shows the heading "Your projects" and a New project button.

1:34Step 4: Understand who can see what (/projects)

Say: People are added in two places. A person is a member of the workspace, and is then added to the projects they should work on. A teammate who cannot see a project is usually missing from that project's Members page. Clients are invited as External client and only see their own portal.

Hold until you see: You know that access is given per project, not all at once.

2:04Step 5: Find the Help Hub (/help)

Say: Open Help Hub from the bottom of the left menu. It has every reference article, a search box, and an Ask a question box that answers from those articles. This course is the step-by-step companion to it.

Hold until you see: The Help Hub opens with a list of help sections.

2:28End card

Say: That is what ItzSEO is and how it is organised. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.