Teams and Users

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

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

1. Active Users Tab

This tab shows a list of all users who are part of your organization in Salescaling. At a glance, you can view the user's Name, their Email, the Role assigned to them, 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 invitee's Email, the Role assigned to them, and the Invitation Expiration Date.

Role Management

From this screen you manage each user's roles. Salescaling has several permission levels to fit your team's needs.

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

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