> ## 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.
# Invite and Manage People in Your Company
> Invite teammates, change their role or seat type, assign scorecards, and remove people who have left — all from the People page.
Everything you do to a teammate's account happens on one page: **Settings** > **Team** > **People**.
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.
## Invite someone new
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.
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](/workspace/roles-and-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.
Click **Send invites**. Everyone gets an email from [support@triplesession.com](mailto:support@triplesession.com) with a join link — tell them to check spam if it doesn't arrive.
New members join with nothing assigned, so their calls won't be reviewed until you give them a scorecard. See [Assign scorecards](#assign-scorecards-to-your-team) below.
To check who has accepted, reopen the dialog and click **Invites sent**. You can delete a pending invitation from there.
## Assign scorecards to your team
Click **Assign scorecards** in the toolbar.
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](/ai-coach/scorecards) page.
## 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.
## 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.
## 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](/workspace/roles-and-permissions) for exactly what gets excluded.
## Move someone between workspaces
From **All workspaces**, open the row menu (**...**) and choose **Manage workspaces** to add or remove their memberships in one go.
## 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.
## 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.