Invite members to your workspace
Open the invitation dialog
Go to Settings > Workspace > Members and click Invite members in the top right of the Members table.
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.

- Role — Member (sees only their own data) or Manager (sees the whole team’s).
- Seat type — Recording (calls recorded by the bot) or Viewer (review-only).
- Visibility — Visible or Hidden in team analytics, digests, and leaderboards.
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.

