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Everything you do to a teammate’s account happens on one page: Settings > Team > People.
Settings sidebar with People highlighted under the Team section
Admins see everyone in the company. Managers see the workspaces they run. Use the selector at the top left to switch between All workspaces and a single workspace — most actions below need a workspace selected.
People page with the workspace selector open, listing All workspaces and the company's workspaces

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Invite someone new

1

Open the invite dialog

Click Invite members in the top right, and check that the workspace at the top of the dialog is the one you want them in.
Invite members dialog with the workspace selector and per-invitee Role, Seat type, and Visibility controls
2

Add their email and settings

Enter their email, then set three things on that row:
  • Role — Member sees only their own meetings and analytics. Manager sees the whole team’s.
  • Seat type — Recording means their calls get recorded. Viewer is review-only.
  • Visibility — whether they show up in team analytics, digests, and leaderboards.
See Roles & Permissions for what each option means.Click + Add another email for more people, or Bulk invite to paste a whole list and give everyone the same settings.
3

Send

Click Send invites. Everyone gets an email from support@triplesession.com with a join link — tell them to check spam if it doesn’t arrive.
4

Assign their scorecards

New members join with nothing assigned, so their calls won’t be reviewed until you give them a scorecard. See Assign scorecards below.
To check who has accepted, reopen the dialog and click Invites sent. You can delete a pending invitation from there.

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Assign scorecards to your team

Click Assign scorecards in the toolbar.
Assign Smart Scorecards modal with a workspace selector, Apply to options, and the scorecard list
Pick the workspace, then choose who gets the scorecards under Apply to — Everyone, Only Members, Only Managers, or Specific people. Search or group by tag to find what you need, toggle the scorecards on, and click Assign. The scorecards are added to whatever people already have. To wipe their current ones and start fresh, turn on Override existing scorecards before saving.
Assigning one scorecard to a lot of people is quicker from the other direction — use the Assign button on that scorecard’s row on the Scorecards page.

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Change someone’s seat type

Seat type decides whether someone’s calls get recorded. Open the Seat Type dropdown on their row and switch between Recording and Viewer. A person has one seat type across the whole company, so this applies everywhere — not just the workspace you’re looking at.

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Change someone’s role

Open the Role dropdown on their row to switch between Member and Manager for that workspace. To make someone a company Admin, open the row menu (…) and choose Make admin. Admin is company-wide and sits on top of their workspace role.

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Hide someone from team analytics

Useful for non-selling managers, sales ops, or anyone who reviews calls but shouldn’t count toward team performance. Click the eye icon in the Visibility column on their row to toggle it. A crossed-out eye means their performance data is private. Hiding someone doesn’t restrict their access — it only keeps them out of shared analytics, digests, and leaderboards. See Visibility for exactly what gets excluded.

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Move someone between workspaces

From All workspaces, open the row menu (…) and choose Manage workspaces to add or remove their memberships in one go.

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Remove someone

Both actions live in the row menu (…), and they’re not the same:
  • Remove from workspace takes them out of that one workspace. They keep their account and any other workspaces.
  • Remove from company takes them out entirely — every workspace, plus academy access and any invitations they haven’t accepted yet. Admins only.
To stop someone signing in without deleting anything, use Block access instead. You can unblock them later from the same menu.

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Tips

  • Onboarding a whole team? Use Bulk invite, then Assign scorecards with Apply to: Everyone to set them all up at once.
  • Keep analytics honest. Give non-selling teammates a Viewer seat and Hidden visibility when you invite them, so your leaderboards reflect actual sales performance.
  • Check the Scorecards column. A 0 means that person’s calls aren’t being reviewed against anything.