Manage Your Team & Permissions
Learn how to invite team members, assign roles, configure SSO, and manage access controls for your organization.
Inviting Team Members
- 1
Go to Team Settings
Navigate to Settings > Team Members in your dashboard.
- 2
Click "Invite Member"
Click the blue "Invite Member" button in the top right.
- 3
Enter Email & Select Role
Enter the team member's email and select their role (Admin, Member, or Viewer).
- 4
Send Invitation
Click "Send Invite". The team member will receive an email with a link to join.
User Roles
Admin
Full access to all features and settings
- Manage team members
- Access billing & subscription
- Configure integrations
- Delete organization data
- All Member permissions
Member
Standard access for daily operations
- Upload call recordings
- View & edit transcripts
- Generate proposals
- Access team analytics
- Connect personal integrations
Viewer
Read-only access for stakeholders
- View transcripts
- View proposals
- View analytics dashboards
- Export reports
- Comment on proposals
Permission Matrix
| Feature | Admin | Member | Viewer |
|---|---|---|---|
| Upload recordings | — | ||
| View transcripts | |||
| Edit transcripts | — | ||
| Generate proposals | — | ||
| View proposals | |||
| Manage team members | — | — | |
| Billing & subscription | — | — | |
| Configure integrations | — | — | |
| View analytics | |||
| Delete data | — | — |
Single Sign-On (SSO)
Enterprise customers can enable SSO for secure, centralized authentication. We support SAML 2.0 and major identity providers.
Okta
AvailableAzure AD
AvailableGoogle Workspace
AvailableOneLogin
Coming SoonNote: SSO is available on Professional and Enterprise plans. Contact your account manager to enable SSO for your organization.
Need Help With Team Setup?
Our support team is here to help you configure your team structure and permissions.