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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.

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Invite members to your workspace

1

Open the invitation dialog

Go to Settings > Team > People and click Invite members in the top right.
2

Add emails and set each option

Check the workspace at the top of the dialog, then enter a team member’s email and 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 the workspace selector and per-invitee Role, Seat type, and Visibility controls
  • 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.
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.
4

Assign their scorecards

New members join with no scorecards assigned. Use Assign scorecards on the People page to pick which scorecards AI Coach applies to their calls — see Assigning scorecards.
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.

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Next steps

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