Add users to your workspace
As the owner of a workspace, you can add new users to your workspace by visiting your user settings: "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 calls and deals of all workspace members. Can view all call analytics data and create training programs. Have full access to all workspace settings.
Manager: Can view calls and deals of all members of their team(s). Can view all call analytics and create training programs. Do not have access to certain workspace settings (billing and CRM integration).
Member: Can view calls and deals of all members of their team(s). Can view global or their own call analytics, but not that of other users. Do not have the ability to create training programs. Do not have 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 calls and deals of all workspace members. Can view all call analytics data and create training programs. Have full access to all workspace settings.
Manager: Can view calls and deals of all members of their team(s). Can view all call analytics and create training programs. Do not have access to certain workspace settings (billing and CRM integration).
Member: Can view calls and deals of all members of their team(s). Can view global or their own call analytics, but not that of other users. Do not have the ability to create training programs. Do not have 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: 15/11/2024
Thank you!