Managing Your Team
Your roster is what connects a person to their calls. Get it right once and the rest of the product works; get it wrong and reps appear to have no calls at all.
This guide covers adding people, the roles you can give them, and the one failure mode that accounts for most "why can't I see my calls" questions.
You'll need to be an Owner, Leader, or Manager to manage a roster. Managers can only manage their own team's.
Adding people
Go to Settings → Teams and click Add Members. The wizard asks where the people are coming from, and this choice matters more than it looks.
From your integration (recommended)
Pick people from the users Sales Savant discovered in your connected recording platform.
Use this whenever you can. It links the person to their account on the recording side, which is what lets us attribute a call to a rep. They're added immediately and start getting analysis on their next call.
By email
Type email addresses manually. Use this when someone hasn't appeared in the integration yet — a new hire who hasn't run a call, say.
The catch is in the next section.
The one thing that goes wrong
A rep added by email is not yet linked to their recording account. Their calls will process, but they won't be attributed to that person — so their dashboard looks empty and it appears the product is broken.
If someone says "I'm making calls but Sales Savant shows nothing," this is almost always why.
The fix: once they've run at least one recorded call, go back to the roster and link them to the matching discovered user. After that, attribution works going forward.
So: add from the integration when you can, by email only when you must, and link them up once they appear.
Roles
| Role | Permissions |
|---|---|
| Owner | Everything a Leader can do, plus the things only one person should hold: managing seats, transferring ownership, and deleting the organization. The account that signs up becomes the Owner. |
| Leader | Org-wide visibility — all teams, all calls, all analytics. Creates teams, manages the org roster, invites users, manages integrations and scorecards, and views billing. Cannot delete the org, transfer ownership, or change the seat count. |
| Manager | Scoped to their assigned team(s): team calls, team metrics, coaching tools, and managing their team's roster. Can view integrations but not connect or disconnect them. |
| Rep | Their own calls, metrics, scores, and coaching insights. No visibility into other reps. |
| Solo Owner | The Solo plan. Owns and configures the organization and connects integrations, but has no team surfaces at all — no roster, no team calls, no team metrics. Everything is scoped to their own calls. |
A few consequences worth knowing before you assign roles:
- Managers are team-scoped, Leaders are org-scoped. A Manager assigned to two teams sees both; a Manager assigned to one sees one. If someone needs to see every team, they need Leader, not Manager.
- Only Owners and Leaders can connect integrations. Managers see the Integrations page read-only, so if you want a Manager to be able to reconnect Zoom after a token expiry, they need Leader.
- Solo Owner is not "an Owner with one rep." It's a different shape — the team surfaces aren't hidden, they don't exist. Moving from Solo to a team plan changes the role.
Managing people already on the roster
- Resend an invitation if someone never accepted. Invited members show an Invited badge until they do.
- Move someone between teams as your structure changes. Their history moves with them.
- Change a role — promote a rep to manager, or narrow someone's access.
- Deactivate someone who's left. This frees their seat.
Seats
Deactivating frees a seat; adding someone consumes one. Settings → Billing shows what you're using against what you're paying for.
Two things worth knowing:
- If you're at your cap, you'll need to free a seat or add capacity before adding anyone.
- Sales Savant staff sitting in your org for support never consume one of your seats. If you see a
@salessavant.aiaddress on your roster, it isn't billing you.
Structuring teams
- Multiple teams for different regions, products, or motions. Managers are assigned per team.
- Leaders see everything; Managers see their assigned teams; Reps see only themselves.
- A Manager can cover more than one team if that matches how you're organized.
Start smaller than you think. Most orgs do better with one team until the coaching rhythm is working, then split. A team structure that mirrors an org chart nobody uses day-to-day just fragments the data.
Rolling out to the team
Worth doing deliberately, because this lands differently depending on how it's introduced.
Tell people what's being analyzed and what it's for before their first call shows up scored. Reps see their own scores and the criteria behind them — that transparency is the point, and it works a lot better when it isn't a surprise.
Be explicit about whether scores feed performance reviews. If reps think they do, they'll optimize the metric instead of using the coaching. That's the most common way a rollout goes sideways.
Related guides
- Leader Overview — the org-wide view
- Manager Overview — coaching a team
- Rep Overview — what your reps see
- Integration Setup — connecting recordings
Need help? Email us at support@salessavant.ai — we read every message.