Skip to main content

​
Overview

Users and roles are configured in Workspace Settings > Team. This is where you invite team members, assign access levels, create custom user roles with daily task caps, and set up the reporting hierarchy that powers the Team page. Only Admin users can access workspace settings and manage team configuration.

​
Access levels

Every user in your workspace has one of four access levels.
Access LevelDescription
CreatorThe workspace creator. Has full admin permissions and cannot be removed.
AdminFull access to workspace settings, team management, and all configuration. Can invite and remove members, create roles, and manage the reporting hierarchy.
MemberStandard access. Can use the dashboard, execute tasks, and interact with deals and companies. Cannot access workspace settings or manage other users.
ViewerRead-only access. Can view dashboards and data but cannot make changes.

​
Inviting team members

  1. Navigate to Workspace Settings > Team.
  2. Click Invite Member.
  3. Enter the user’s email address.
  4. Select an access level (Admin, Member, or Viewer).
  5. Choose which products to grant access to (Marketing, Sales, or both).
  6. Click Invite.
The invited user receives an email and appears in the team list with an “Invited” status until they accept.

​
User roles

User roles are separate from access levels. They define categories within your sales team and control daily task generation caps for prospecting.

​
Creating roles

  1. In Workspace Settings > Team, open the User Roles section.
  2. Click Add Role.
  3. Enter a name (e.g., “AE”, “SDR”, “Manager”).
  4. Set the daily cap — the maximum number of prospecting tasks the AI generates per day for members in this role. The default is 10.
  5. Save.

​
Assigning roles to members

Each team member can be assigned one user role. Assign roles by editing a team member and selecting their role. Only members with an assigned user role can be added to prospecting motions. If no roles are configured, you cannot assign users to motions in the prospecting configuration.

​
Reporting hierarchy

The reporting hierarchy defines who reports to whom. It powers the Team page, where managers see their direct reports’ task metrics.

​
Setting up hierarchy

  1. Edit a team member in Workspace Settings > Team.
  2. Set the Reports To field to their manager.
  3. Repeat for all team members.
You can also use bulk edit to set the manager for multiple members at once. The system prevents circular relationships — a member cannot report to someone who already reports to them (directly or indirectly).

​
How hierarchy affects the product

FeatureHow hierarchy applies
Team pageOnly visible to users with direct reports. Shows task metrics for your team with drill-down into sub-teams.
Task visibilityManagers can view tasks belonging to their direct reports.

​
Editing team members

Edit a team member to change any of the following:
  • Access level — Promote or demote between Admin, Member, and Viewer.
  • User role — Assign or change their custom role (affects daily task cap).
  • Reports to — Set or change their manager in the reporting hierarchy.
  • First name / Last name / Job title — Update profile details.

​
Removing team members

Admins can remove team members from the workspace. The workspace creator cannot be removed.

​
Where users and roles are referenced

FeatureHow it’s used
Prospecting motionsOnly members with assigned user roles can be added to motions.
Task LimitsDaily caps are configured per user role in the prospecting configuration.
Deal task generationAccount executives are selected from the team member list.
Team pageReporting hierarchy determines what managers see.

​
FAQ

Access levels (Admin, Member, Viewer) control what a user can see and do in the platform. User roles (AE, SDR, etc.) are custom categories you create that control daily task generation caps and determine who can be assigned to prospecting motions.
Technically, any team member with a user role can be assigned to a motion. However, Viewers have read-only access and cannot act on tasks, so assigning them to motions is not recommended.
The Team page will not appear for anyone since no one has direct reports. Task generation and prospecting still work — hierarchy only affects the Team page visibility and manager drill-down.
Yes. Edit the role in User Roles or adjust it in the Task Limits tab of the prospecting configuration. Changes apply to the next task generation cycle.
Your workspace has a team member limit based on your plan. The current limit is shown in workspace settings.