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Building your team inside Triple Session is the first step to unlocking collaborative coaching and performance insights. As a manager, you can invite teammates individually or in bulk and, on the same screen, choose each person’s role, seat type, and analytics visibility.

Invite members to your workspace

1

Open the invitation dialog

Go to Settings > Workspace > Members and click Invite members in the top right of the Members table.
2

Add emails and set each option

Enter a team member’s email, then set their Role, Seat type, and Visibility on that row. Click + Add another email for more invitees, or switch to Bulk invite to paste a list and apply the same settings to everyone.
Invite members dialog showing per-invitee Role, Seat type, and Visibility controls
  • RoleMember (sees only their own data) or Manager (sees the whole team’s).
  • Seat typeRecording (calls recorded by the bot) or Viewer (review-only).
  • VisibilityVisible or Hidden in team analytics, digests, and leaderboards.
For what each option means, see Roles & Permissions.
3

Send the invitations

Click Send Invites. Each invited user receives an email from support@triplesession.com with a link to join the workspace.
Invited users receive their invitation from support@triplesession.com. Let new teammates know to check their spam or junk folder if they don’t see the email in their inbox.

Next steps

  • Manage Members — track invitation status, change visibility, and remove members.
  • Roles & Permissions — full reference for seat types, user roles, and visibility.