Overview

Team Member Management in Coach Pilot gives Company Admins full control over who has access to the platform and what they can do. From inviting new users to adjusting roles and disabling accounts, all user administration is centralised in the Configuration settings.

Inviting Users

There are two ways to bring new team members into Coach Pilot:

• Email Invitations — Invite users individually by entering their email address and selecting a role. The recipient receives an invitation email with a link to complete their onboarding.

• Domain-Locked Invite Links — Generate a self-service registration link that is restricted to your company's email domain. Anyone with a matching email address can sign up without needing an individual invitation, streamlining onboarding for larger teams.

Assigning Roles

When inviting a user, you must assign one of three roles:

• Seller — The standard end-user role. Sellers manage their own deals, interact with AI coaching during and after calls, and use the full Workspace and Action Hub for their personal pipeline.

• Selling Manager — Has all Seller capabilities plus team-level analytics, coaching actions, pipeline oversight, and the ability to review direct reports' calls and performance.

• Company Admin — The primary administrator role. Company Admins manage users, configure platform settings, assign playbooks, and control organisation-wide features in addition to having full Seller and Manager access.

Roles are cumulative, meaning each higher role includes all the permissions of the roles below it.

Managing Existing Users

The user management panel displays all team members with the following details:

• Name — The user's display name

• Role — Their currently assigned role

• Last Active Date — When they last logged into Coach Pilot

• Account Status — Whether the account is active, disabled, or pending invitation

Available Actions

Company Admins can perform several actions on existing user accounts:

• Change Roles — Promote or adjust a user's role at any time. Changes take effect immediately.

• Disable Access — Temporarily suspend a user's account without deleting it. The user will no longer be able to log in.

• Re-enable Access — Restore a previously disabled account, allowing the user to log in again.

• Cancel Pending Invitations — Revoke an invitation that hasn't yet been accepted.

Best Practices

For organisations with large sales teams, domain-locked invite links can significantly reduce the administrative overhead of onboarding. Use individual email invitations when you need precise control over role assignment, and domain links when you want to enable self-service registration for a specific role.

Regularly review the user list to identify inactive accounts and pending invitations that may need to be cleaned up. Keeping your team roster current ensures accurate analytics and reporting across the platform.