Team Management·Updated Aug 21, 2026
Team Settings
Configure team-wide preferences, defaults, and customizations.
Where Team Settings Live
There is no single 'Team Settings' page. Team configuration is spread across Configure and Workspace, and edit access is generally limited to Owners and Administrators.
Use this page as a map to where each setting lives.
Members & Roles
Manage your team from Workspace > Members:
Invite and remove members
Assign roles (Owner, Administrator, Member, Viewer, and sales roles like AE, SDR, BDR, Account Manager, CSM, Sales Manager, RevOps)
Review who has access to admin-only tabs
See Managing Members and Roles & Permissions for details.
Billing, Seats & Credits
Manage your plan from Workspace > Billing, and inspect consumption under Workspace > Usage:
Plan and seat management
Pooled team credits and usage
Auto-recharge configuration
See Subscription Plans, Seat Billing, and Auto-Recharge.
Scoring, Context & Integrations
Team-wide AI and scoring settings live under Configure:
Scorecards - create and manage custom scoring criteria
Call Routing - publish source, rep, CRM, and conversation-based scorecard workflows
Context - team-level knowledge that improves coaching (Owner/Administrator only)
Integrations - connect services and payments, configure webhooks, and manage Push API keys
Goals & Training Paths
Set team goals from the Overview tab (Owners/Administrators)
Build structured Training Paths from Coaching > Paths (Owner/Administrator only)
To delete a team or transfer ownership, contact support — these are not self-serve actions today.