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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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Deactivate or remove someone

There are three ways to take someone off your team. Pick the one that matches the situation: All three live in the row menu (…) on the People page.

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Deactivate someone who left

Open the row menu (…) on their row, or on their profile, and choose Deactivate. The dialog lists what happens. Click Deactivate to confirm. Admins can deactivate anyone. Managers can deactivate members of their workspaces if they have the Change member seat types permission. See Roles & Permissions for the full rules.

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What happens

Deactivated members still count in team totals, analytics, leaderboards, and insights, so your history stays accurate. In per-person tables, like team performance or the Roleplay roster, they’re listed last in a collapsed Deactivated users group.
If the person belongs to more than one Triple Session company, deactivating them in one company blocks their sign-in to all of them.

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Find or reactivate a deactivated member

The People page shows active members by default. To see deactivated members, open the filters and set Status to Deactivated or All members. While someone is deactivated, you can’t change their seat, role, or workspaces. To bring them back, open the row menu (…) and choose Reactivate. They can sign in again and show up in People and the manager dashboard. Their seat stays Viewer, so switch it back to Recording if their calls should be recorded. They also need to reconnect the meeting bot to their calendar.

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Remove someone

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Remove from workspace

Use this when someone should no longer be part of one team, but still works at your company. Select that workspace at the top of the People page first.
  • They leave that workspace, and its team no longer sees their meetings and reports.
  • They keep access to the company and to any other workspaces they belong to.
To move someone between teams in one step, use Manage workspaces instead. If they left the company, the dialog offers Deactivate instead.

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Remove from company

Use this when someone shouldn’t be in your company at all. It’s permanent and admins only.
  • Nobody in your company can see their meetings, scores, or reports anymore.
  • They’re removed from every workspace.
  • They lose access to your company’s academy and all training.
  • Any invitations they haven’t accepted are revoked.
Removing someone from the company can’t be undone. If they left, deactivate them instead, so their meetings and scores stay in your reports.

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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.