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.
Triple Session uses two independent concepts to control what each person can do: Seat Types and User Roles. Seat Types determine whether a user can record meetings and consume credits, while User Roles define what they can see and manage within the platform. Understanding the distinction helps you configure your team correctly and keep credit usage predictable.
A user’s Seat Type determines whether they can record meetings and consume credits from your organization’s shared pool. Credits are managed at the company level — there is no individual credit limit.| Seat Type | What they can do | Consumes credits? |
|---|
| Viewer Seat | Access AI Coach, view calls and data (based on their User Role) | No |
| Recording Seat | Record meetings, upload call files, import from integrations (Google Meet, Zoom, Aircall, HubSpot, Fireflies) | Yes — drawn from the company pool |
A Viewer Seat cannot record or upload calls regardless of User Role. This seat type is typically assigned to managers and admins who need oversight without contributing their own call recordings.
Add-ons
Add-ons provide extra functionality tied to a user’s seat type.
- AI Coach Bot: available exclusively for users with a Recording Seat. To enable this add-on for a user, contact the support team at support@triplesession.com.
How to assign seat types
Navigate to the People page
As an Admin, go to Organization > People.
Find the Seat Type column
Locate the Seat Type column in the members table.
Open the dropdown
Click the dropdown next to the user you want to update.
Assign a seat
Select Recording Seat for users who need to record, upload, or import meetings, or Viewer Seat for users who only need to review calls and analytics.
A User Role defines a user’s permissions — what they can see and do inside the platform. The assigned Seat Type determines whether they can perform recording actions; the User Role determines everything else.Member
The standard permission level for most users.| Permission | Details |
|---|
| Upload calls | Requires Recording Seat |
| Automatic call review | Requires Recording Seat |
| Connect call recording tools | Requires Recording Seat |
| Create moments | Own calls only |
| View and search meetings | Own meetings only |
| View scorecards | Own scorecards only |
| Change scorecard | Own calls only |
| Delete calls | Own calls only |
| Enable/disable smart scorecards | Own scorecards only |
Manager (Workspace Admin)
This role is for team leads or managers who need oversight of their workspace. Managers inherit all Member capabilities, plus the following:| Permission | Details |
|---|
| View analytics | All workspace analytics |
| Access calls | All calls in the workspace |
| Create moments | Any call in the workspace |
| Change scorecard | Any call in the workspace |
| Delete calls | Any call in the workspace |
| Invite and remove members | Full workspace membership management |
| Manage member visibility | Add or remove users from analytics and meeting lists |
| Update configurations | Users’ smart scorecards and call recording settings |
Admin (Company Admin)
The highest permission level, intended for managing company-wide settings and integrations.| Permission | Details |
|---|
| Manage integrations | CRMs (e.g., HubSpot) and Aircall |
| Map CRM fields | Map CRM fields with scorecards |
| Manage automations | Company-wide automation rules |
The Admin role is focused on company-wide configuration. Day-to-day team management (inviting members, viewing workspace calls) is handled by the Manager role.
