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The product, page by page. Every page is also served as Markdown, so the same words reach the models a team works in.

Getting started

Signing in

Sign-in methods, what a role actually controls, and why the screen you see may differ from a colleague's.

#How to sign in

Your workspace has its own web address. An administrator or your provider will have sent it to you; it is the same address every time and worth bookmarking.

Three sign-in methods are supported, and which ones are enabled is set at the account level:

Email and passwordThe default. Available on every account.
GoogleSign in with a Google account. Common where the organisation runs Google Workspace.
Your own identity providerEnterprise accounts can sign in against their existing provider, Okta for example. Set up once, by agreement, during onboarding.
Sign-in methods. If single sign-on is enabled for your organisation, use it. Password accounts and SSO accounts are not automatically the same person.

For the full picture, including what an administrator can see and control, read Authentication and access.

#Roles decide what you see

A role is not a seat. One person holds a list of roles, and the surface changes to match.

Role What it gets
user The rep surface. Your coach, your conversations, your roleplays and your own scores.
manager The manager surface as well: the manager coach, and visibility of the teams you manage.
admin Configuration as well: users, teams, knowledge, roleplays, scorecards.

Because roles are a list, a sales leader who also runs their own deals holds user and manager on one login and switches between the two surfaces. They do not need, and should not have, a second account.

Why your screen differs from a colleague's

Two things drive it. Your roles, and the coach you are currently on. The buttons above the composer belong to the coach and to the active role, so a manager looking at the rep coach sees the rep buttons, not the manager ones. If a colleague describes a button you cannot find, check both before assuming it is a fault.

#Team membership

Users belong to teams, and team membership carries its own role. That is how one person can be a user in the account overall but a manager of one specific team, which is the normal shape for a player-coach.

Teams also determine what a manager sees and how knowledge can be scoped. See Users, teams and roles.

#Seats

An account carries a seat limit, which an administrator can see. A seat is one named human. Accounts can be set to unlimited seats, in which case no limit is enforced.

If you cannot add a user and no error explains why, the seat limit is the first thing to check.

Last updated 3 September 2026

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