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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

Use this file to discover all available pages before exploring further.

Building your team inside Triple Session is the first step to unlocking collaborative coaching and performance insights. As a Manager or Admin, you can invite teammates individually or in bulk, track invitation status, and control which members appear in analytics and digests.

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Inviting new members

1

Navigate to the Members page

From the navigation menu, go to Settings > Workspace > Members.
2

Open the invitation dialog

Click the Invite members button in the top right of the Members table.
3

Choose your invitation method

Select the method that best fits the number of people you’re adding.
Enter the team member’s email address and select their role from the dropdown. To invite multiple people one at a time, click + Add another email to add more rows.When inviting members, you can assign one of two roles:
  • Member — can only view meetings and analytics from their own calls.
  • Manager — can view meetings and analytics from anyone on the team.
4

Send the invitations

Click Send Invites. Each invited user will receive an email from support@triplesession.com with a link to join the workspace.
Let new users know to expect an email from support@triplesession.com and to check their spam or junk folder if they don’t see it.
5

Track invitation status

After sending, click the Invites Sent tab in the modal to see the status of all pending and accepted invitations. From this view, you can also Delete a pending invitation if needed.

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Managing member visibility

Member visibility controls whether a user’s data appears in workspace analytics, digest emails, and member filters. This is useful for non-selling managers, sales ops staff, or admins who need access to review calls but should not be included in team performance metrics. When a member is hidden, they are excluded from:
  • Analytics and Scorecard breakdowns
  • Daily and weekly digest emails
  • The members filter on the meetings page and in Moments
Hiding a member does not block their access to calls via a direct link. Visibility only controls whether their data appears in shared analytics views.

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How to hide or show a member

  1. Go to Settings > Members.
  2. Find the user you want to manage.
  3. Click the three-dot menu (…) at the end of their row.
  4. Select Hide from workspace or Show in workspace from the Actions menu.

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Checking visibility status

You can quickly see a member’s current visibility status by looking at the icon in the Analytics column:
  • Chart icon — the user’s data is visible in the workspace.
  • Crossed-out eye icon — the user’s data is hidden from the workspace.

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Best practices

  • Onboard teams quickly: Use Bulk Invite when setting up a new team to ensure everyone receives the same role in one step.
  • Keep analytics clean: Hide any user who reviews calls but is not an active, quota-carrying sales rep. This keeps your team analytics, digests, and leaderboards an accurate reflection of sales performance.
  • Advise your team: Tell new users to expect an invitation from support@triplesession.com and to check spam if they don’t receive it promptly.