User List
The Users tab shows all users in your organization with:- Email - User’s email address
- Role - Their permission level
- Status - Active or pending invitation
Inviting a New User
- Click Invite User
- Enter their email address
- Select a role
- Click Send Invite
User Roles
| Role | Access |
|---|---|
| Admin | Full access to all settings, data, and billing |
| Manager | Can view all data and manage agents, but not account settings |
| Agent | Can only view their own performance data and coaching insights |
Managing Users
For each user you can:- Change Role - Select a different role from the dropdown
- Remove - Click the delete icon to remove access