Depending on your plan, you can add members to your SellMeThisPen workspace.
New members
To add new members to your team, simply go to the Members section and click "New member".
In the pop-up you can add a name, email, choose a team and assign access level for the new member.
After filling out all the fields and sending an invite, the member you want to add will receive an email with your invitation. They will then need to follow the link in the email to join your workspace.
Some important notes:
When inviting a new member, they should use the same email you sent the invite to to log in to SellMeThisPen.
Depending on your plan, there are limitations on the number of members you can add. But you can delete existing members and invite new ones, as long as you stay within limits based on your plan. One thing to keep in mind - when you delete members all their calls and data will be deleted too.
A user can only be part of one workspace on SellMeThisPen. If you want to invite someone who already has a SellMeThisPen account, they either need to use another email that you can then add, or they can delete their first account and join your workspace. For the latter, reach out to us at help@sellmethispen.ai so we can assist.
Access levels
When adding new team members, you can make them Team Admin or Team Member. Here are the difference:
Team Admins
Admins have access to everything.
Can view all calls and roleplays
Have access to Settings and Members
Can invite new members and manage teams
Can view analytics on the Dashboard for everyone
Have access to everything in the workspace
Team Members
Members only have access to their own data.
Can view only their calls and roleplays
Don't have access to workspace Settings and Members
Can't invite new members and manage teams
Can only view their own analytics on the Dashboard
But can view leaderboard on the Dashboard that will show stats for everyone in their team
Members still can see all roleplay scenarios and custom prompts for each
Teams
You can assign members to different teams.
First, you need to create a team.
Go to Members section -> Click on "New Team"
Create a name for the new team.
After that, when adding new members you'll see the new team name in the team drop-down menu.
📝 Note - By default there's one team "General" and the main Admin account will be assigned to that team. The account owner cannot change their team, but they can rename the team they're part of. Or they can ask other workspace Admins to create a new team and move them there.
You can change team name and delete teams too by clicking on the menu icon.
If you're a visual learner watch our walkthrough video to learn about Members.
You can find the video in the Help section on your dashboard.
