Docs
Team seats and alerts
Do not share one password. Invite each person by email. Clients do not need their own paid plan — they use the owner’s plan.
Invite someone
- Select the website in the sidebar.
- Open Team.
- Type their email.
- Pick a role:
- View Only — Overview, Real-Time, Events, Audience, Acquisition, Ads, AI Insights, Portfolio, and Reports. No edits to Goals, Notes, Invites, or Site Settings.
- Analyst — can add Chart Notes, Goals, AI Digests, and Ads Coach reviews.
- Admin — Invites, Integrations, and Site Settings. Cannot delete the website.
- Send the invite. If they already have a Visitorly account on that email, accepting the link adds this website to their existing profile (no second account). If they are new, they can create an account with the same email and then join.
Only the owner can remove the website. You can revoke an unused invite or remove a member from Team. Invite links expire after two weeks.
Pulse and tracker-down emails
On the same Team page, admins can turn on email (and optional WhatsApp) when traffic, bounce, or conversions swing a lot versus the previous day, and when the tracker goes quiet for about a day. Each person must also opt in on Profile (Email Me Pulse Alerts). WhatsApp needs the operator to have Twilio configured on the server.
Next: Reports →
If you are stuck, pick the matching guide
These pages use the same names as the dashboard sidebar. Open Setup Guide while signed in for the interactive checklist.
Start here
- What is Visitorly?
Plans, who does what, data isolation
- Getting started
Choose a plan, add a site, first install
- In-app Setup Guide
Signed-in checklist (same steps, inside the dashboard)
- FAQ
Empty charts, WordPress zip, JSON export, refunds
Put Visitorly on the website
- Install the tracker
WordPress, GTM, HTML, Shopify, Next.js, CNAME
- Connect Google
Optional GA4 and Search Console
- Paid Ads Hub
Meta, Google, TikTok Ads, Blended CAC & Guardrails
- Connect Clarity
Optional Microsoft Clarity project
Read the numbers
- Overview
KPIs, Traffic Growth notes
- Real-Time
Live visitors after install
- Events
Automatic conversions and named goals
- Audience
Map, new vs returning
- Acquisition
Sources, AI traffic, Search Console
- Paid Ads
Multi-channel ROAS, Blended CAC & Fatigue Guardrails
- AI Insights
Written digest of your metrics
- Portfolio
All websites in one table
- Reports and share links
PDF, CSV, Client Snapshot URL
Manage the account
- Sites
Add a domain, snippets, JSON export
- Team and alerts
Invites, roles, pulse, tracker-down
- Profile, password, 2FA, billing
Join date, period end, last-4, auto-renewal
- API and webhooks
Keys for Zapier / Make — optional
Legal
- Privacy Policy
Accounts, tracker events, retention, export
- Terms of Service
Plans, Whop checkout, acceptable use
- Cookie Policy
Session, share-link, tracker IDs
- Refund Policy
Whop or offline billing, cancellations