Skip to main content
Back to Resources
🌐

How the Site Behaves

Understand authentication, permissions, subscription management, and user workflows.

How to Use the Product

Follow these steps to get started and use Website Health. For more detail, see the Dashboard, Manually Generated Reports, Understanding Your Report, and Monthly Site Reports tutorials. For common issues and FAQs, see Help & Guides.

1. Sign up and verify your email

Create an account from the home page or signup. Check your email and click the verification link (valid 72 hours unless a different period is shown in the email). You must verify before using the dashboard and paid features.

2. Create or join a workspace

After logging in, you'll be asked to select or create an organization (workspace). Each workspace has its own subscription, websites, and reports. Create one for your team or accept an invite from another member.

3. Open the dashboard and add websites

Select your workspace to open the dashboard. Add websites (URLs) up to your plan's website limit. Each website can have a display name and optional sitemap URL for monthly reports.

4. Run a manual report

From the home page (no login required for a free single-URL report) or from the dashboard, submit a URL to analyze. Wait for the report to complete (you can leave the page; we'll email you). Open the report to see scores, categories, and errors.

5. Run monthly reports (paid plans)

On the dashboard, each website shows monthly report status. Enable "Run monthly" to schedule automatic scans, or click "Run Now" to start a scan immediately. URLs are discovered via sitemap or crawling, up to your plan limit (Basic 100, Pro 250, Enterprise 1,000). The combined report and per-URL reports appear when the run completes.

6. Add competitors (all paid plans; reports Enterprise only)

In the dashboard, open a website's settings and add up to 5 competitor URLs. All paid plans can add competitor URLs, but competitor scanning and comparison reports are available on the Enterprise plan only.

7. Export and share reports

On any report page, use the export options to download PDF or CSV. Toggle report privacy (public/private) if you're an admin or superadmin; private reports are only visible to workspace members. You can email report links to teammates or share the URL for public reports.

8. Manage subscription and billing

Superadmins can upgrade, downgrade, or cancel from the dashboard or My Account. Billing is managed through our secure Stripe portal. Downgrades take effect at the end of the current billing period.

9. If you downgrade: archiving websites

If your plan's website limit decreases (e.g. after a downgrade), you must choose which websites to archive. When downgrading to Free, all websites are archived (Free has 0 active slots). Archived websites and their monthly report data remain viewable. You can restore them when you have an available slot (e.g. after resubscribing). On Free you still have 3 manually generated reports per day.

Authentication

Users must log in to access the dashboard and manage websites. Anonymous users can generate free single-URL reports from the home page, but cannot access the dashboard or manage website configurations.

After logging in, users must select or create an organization (workspace) to access the dashboard. All actions are performed within the context of the selected organization, ensuring proper data isolation and team collaboration.

Optional two-factor authentication (2FA) is available from My Account for extra security using one-time codes sent to your email. Password reset and email verification also use time-limited codes sent to your email.

Organization Context

The organization context is central to how Website Health works. When you log in, you'll see a list of organizations you're a member of. Selecting an organization loads that workspace's dashboard, reports, and settings.

You can be a member of multiple organizations with different roles in each. This is perfect for freelancers managing multiple clients, agencies working with different teams, or consultants handling various projects.

Permissions

Organization members have roles that determine what they can do:

Viewer

Can only view reports and dashboard data. Perfect for stakeholders who need visibility but don't need to make changes.

Editor

Can generate reports and manage websites. Ideal for team members who actively work on improving website health.

Admin

Can manage members, invite new users, assign roles, and modify organization settings. Great for team leads and project managers.

Superadmin

Has full control including subscription management, billing, and all administrative functions. Typically the organization owner.

Subscription Management

Subscriptions are organization-based, not user-based. When you subscribe, the entire organization gains access to the plan features. All members of the organization share the subscription benefits, making it cost-effective for teams.

Only superadmins can manage subscriptions, upgrade or downgrade plans, and handle billing. This ensures proper control over organization expenses while allowing all members to benefit from the subscription.

Daily Limits

Each plan has daily report generation limits (not URL limits, but report limits):

  • Free: 3 reports per day
  • Basic: 100 reports per day
  • Pro: 100 reports per day
  • Enterprise: 100 reports per day

Important: Daily usage is tracked per user account (not per workspace/organization). If you belong to multiple organizations, you share the same daily count across all workspaces. The limit displayed is determined by your current organization's subscription plan.

Limits reset at midnight UTC. The dashboard shows your daily usage and remaining reports at the top, so you always know how many reports you can generate.

Monthly Report URL Limits

For monthly automated reports, each plan has different URL scan limits per website:

  • Free: Monthly reports not available
  • Basic: Up to 100 URLs per monthly scan
  • Pro: Up to 250 URLs per monthly scan
  • Enterprise: Up to 1,000 URLs per monthly scan

Report Access

Reports can be configured as private or public:

Private Reports

Only workspace members can access these reports. They cannot be emailed outside the workspace except via PDF/CSV download. This ensures sensitive data remains within your team.

Public Reports

Anyone with the URL can view these reports. Perfect for sharing with clients, stakeholders, or embedding in documentation. You can toggle privacy settings at any time.

Report Expiration

Report expiration works differently for manual and monthly reports:

Manual Reports

  • Expire after 90 days for all plans
  • Expired reports show a warning but can still be viewed
  • Download PDF or CSV to keep a permanent copy

Monthly Reports

  • Never expire
  • Always private (is_private=True)
  • Keyed to billing periods, not calendar months
  • Perfect for tracking long-term improvements

Last reviewed: 2026-05-11