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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, assign their role, seat type, and visibility, track invitation status, and control which members appear in analytics and digests.

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Inviting new members

Invite members dialog showing per-invitee Role, Seat type, and Visibility controls
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, then set their Role, Seat type, and Visibility using the dropdowns on that row. To invite multiple people one at a time, click + Add another email to add more rows.On each invite row you control:
  • Role — Member (sees only their own meetings and analytics) or Manager (sees the whole team’s).
  • Seat type — Recording (their calls are recorded by the bot) or Viewer (review-only, no recording). See Roles and permissions for seat details.
  • Visibility — Visible or Hidden in team analytics, digests, and leaderboards. See Managing member visibility below.
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 — useful for non-selling managers, sales ops, or admins who review calls but should not be included in team performance metrics. For exactly what Hidden excludes, see Visibility in Roles & Permissions. You can set visibility when inviting (the Visibility column) or change it at any time from the Members table.

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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 apply the same role, seat type, and visibility in one step.
  • Keep analytics clean: Set non-selling members to the Viewer seat type and Hidden visibility at invite time, or hide them later. 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.