Only the team owner or someone with an Admin seat can invite, remove or change people.
Everyone else sees the People tab but cannot edit it.
Roles and seats at a glance
Each person has a role and a license. The role says who owns the team. The license is the seat they hold.
Paid seats are Silver, Gold, Enterprise and Enterprise Plus. Each one unlocks the features of
its plan. See Choose the right plan.
Admin seats are free of the seat count. Give one to a manager or RevOps lead who runs the team
but does not make calls. Admins can use Ari, join the Salesfloor and review coaching, but they have
no dialing lines or phone numbers.
Invite someone
1
Open Settings › People
The seat cards at the top show Total licenses and Licenses in use for each plan you own.
2
Select Invite people
The dialog lists Available licenses for each plan.
3
Enter their email and pick a license
Choose one of the plans your team owns seats for, or Admin. If a plan has no free seats,
Send invite is greyed out.
4
Send the invite
They get an email to join your team. Until they accept, the invite shows under the members
table with an Invitation link you can copy and share yourself.
A pending invite holds its seat. If someone never accepts, delete the invite from the
invitations table to free the seat.
Change someone’s seat
On Settings › People, use the License type column to move a person to another plan or to Admin. A paid plan needs a free seat on that plan. Moving to Admin always works, because Admin uses no seat. Only the owner can change the owner’s license, and admins cannot change their own. When a rep moves to a new plan, their features change at once. Their line limit follows the plan: 1 line on Silver, up to 5 on Gold and Enterprise.Deactivate or remove someone
You cannot deactivate or remove the team owner, and you cannot remove yourself.
Control what each rep sees
The members table also holds per-person controls:- Team call history access decides whether a member can see the whole team’s calls or only their own. Owners and admins always see everything.
- The dialer rule columns, such as Record calls, Allow AI dialing and Max parallel calls, lock a dialer setting for that rep. See Set up your team.
Next steps
Set up your team
Set dialer rules, notifications and your team name.
Secure sign-in
Require SSO or two-factor for everyone you just invited.
Manage your subscription
Add seats when the team grows.