Add users to your workspace
As the owner of a workspace, you can add new users to your workspace by visiting Settings > Users.
Here, click on Invite user.
Enter the email address of the user you would like to invite to join your workspace, and choose their role. Each role has the following permissions:
Owner: Can view all calls in the workspace. Can view all call analytics and sales motion data, and create training programs. Have full access to all workspace settings.
Manager: Can view all calls in the workspace. Can view all call analytics and sales motion data, and create training programs. Do not have access to workspace settings (billing, users, and CRM integration settings).
Member: Can view only their own calls. Can view global call analytics and sales motion data, or their own, but not that of other users. Do not have the ability to create training programs, nor access to workspace settings (billing, users, and CRM integration settings).
The user will then be sent an email with a link to join the workspace.
Note: If you are on a paid plan, you will be charged for the new user once they accept your invitation and join your workspace. You will be charged a prorated amount depending on the point in your billing cycle at which the user joins your workspace. The role of the user will not affect the amount you pay.
Here, click on Invite user.
Enter the email address of the user you would like to invite to join your workspace, and choose their role. Each role has the following permissions:
Owner: Can view all calls in the workspace. Can view all call analytics and sales motion data, and create training programs. Have full access to all workspace settings.
Manager: Can view all calls in the workspace. Can view all call analytics and sales motion data, and create training programs. Do not have access to workspace settings (billing, users, and CRM integration settings).
Member: Can view only their own calls. Can view global call analytics and sales motion data, or their own, but not that of other users. Do not have the ability to create training programs, nor access to workspace settings (billing, users, and CRM integration settings).
The user will then be sent an email with a link to join the workspace.
Note: If you are on a paid plan, you will be charged for the new user once they accept your invitation and join your workspace. You will be charged a prorated amount depending on the point in your billing cycle at which the user joins your workspace. The role of the user will not affect the amount you pay.
Updated on: 04/09/2024
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