Manage users, roles, and team structures to organize your PG:AI workspace
Team settings allow you to manage user access, assign roles, and create team structures within PG:AI. Control who has access to your workspace, organize users into logical teams, and ensure proper permissions are in place for effective collaboration.
Limit Super Admin access to essential personnel only. Most users should be assigned Common User roles with Admin roles reserved for team leaders and operations staff.
Role Assignment Guidelines:
Super Admin: 1-2 per organization (sales ops leaders, system administrators)
Admin: Team managers, sales enablement, operations staff
Common User: Sales reps, AEs, SDRs, and other end users