As an admin, you control who’s on your team, what they can access, and how your seats are allocated. This guide walks you through everything you can do in the Settings > Members section
🪑 Seat Types: Full vs Viewer
Each user needs a seat. The type of seat determines access level and whether they count toward your billing plan.
Full Seat (Paid)
This is for reps who:
Join calls (via calendar or phone)
Generate AI reports and coaching
Viewer Seat (Free, limited per plan)
Viewers can:
Access call reports and dashboards shared by others
Learn from top calls and team insights, but cannot generate new reports
Viewer seats are free but limited by plan.
👉 Check your plan’s seat limits on our pricing page
👤 Permissions: Admins vs Users
There are two types of user permission in Ginni:
Admin
Admins can:
Invite and remove teammates
Assign or change seat types
Manage billing, CRM integrations, and company settings
Access team-level insights like dashboards and coaching scores
Every company should have at least one admin to manage access and settings.
User
Users can view reports and insights—but can’t manage the team or settings.
You can promote any user to admin or downgrade an admin anytime.
✅ What Admins Can Do in Team Settings
From the Settings > Members tab, admins can:
➕ Invite New Users
Click Invite User
Enter their email
Assign a seat (Full or Viewer)
Choose whether to give admin access
Send the invite
The invite email includes a secure link valid for 14 days.
✏️ Edit Existing Users
Change their seat type
Grant or remove admin access
❌ Remove Users
You can remove users at any time. Their historical call data stays intact and linked to your records.
⏳ Manage Pending Invites
See a list of users who haven’t accepted their invite yet
Resend or cancel invitations if needed
🔐 Who Can Access Company Settings?
Only admins can view and access the Settings section.
Need Help?
Not sure who needs a Full seat vs a Viewer seat?
Want help managing roles as your team grows?
We’re here to help—just reach out via chat or at [email protected].