Teams and Users

The Teams and Users module is the administrator's control center for managing the internal structure of the organization within the platform.

From here, essential personnel administration tasks can be performed, such as adding, editing, and deactivating users, as well as assigning them the appropriate roles and permissions for their function.

1. Active Users Tab

This tab displays a list of all users who are part of your organization in Salescaling. At a glance, you can view the User Name, their Email, the assigned Role, and the Team they belong to.

2. Invitations Tab

In this section, you can track all invitations that have been sent to new users to join the platform. It shows the Guest Email, the assigned Role, and the Invitation Expiration Date.

Role Management

From this screen, each user's roles are managed. Salescaling has various permission levels to adapt to your team's needs.

To see a detailed breakdown of what each role can do (Owner, Admin, Regular, Read Only), consult our complete guide on Roles and Permissions.

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