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Knowledge, playbooks, and products are shared across your workspace, so roles decide who can change them and who uses them. Everything is scoped to your company and never visible outside it.

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Roles

Most of your team will be Members. Shared assets stay admin-owned so approved answers and the coverage criteria reps are measured against stay consistent.

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Invite teammates

1

Add people

In Settings, enter one or more email addresses.
2

Choose roles

Pick a role per person. Member for reps.
3

Send

Send the email invite, or copy the invite link and share it yourself.
Admins can change roles, remove members, and revoke pending invites from the same page. Only the owner can grant owner access or delete the workspace.