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.

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Team Management Overview

Team settings provide two main areas of control:

  • User Management: Add, remove, and manage individual user accounts and permissions
  • Team Structure: Create teams with designated managers and members for better organization

Proper team configuration enables better analytics, clearer accountability, and more effective collaboration across your sales organization.

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User Management

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User Roles and Permissions

PG:AI supports three user role levels:

Super Admin

Full system access including billing, all settings, and user management

Admin

Manage users and teams, configure settings, view analytics

Common User

Add accounts, create content, use AI features, view own activity

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Managing Users

The user management interface allows you to:

  • Change Roles: Promote or demote users between role levels
  • Delete Users: Remove access for departed team members
  • Password Reset: Send password reset emails to users
  • View Status: See user activity and last login information

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Team Structure

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Creating Teams

Organize your users into logical teams that reflect your sales organization:

1

Create Team

Define a team name that clearly identifies the group (e.g., “North America Sales”, “Enterprise AEs”)

2

Assign Manager

Designate a team manager who will have visibility into team analytics

3

Add Members

Select users to include in the team from your active user list

4

Save Configuration

Finalize the team structure for use in analytics and reporting

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Team Examples

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Best Practices

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User Role Assignment

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

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Team Structure Strategy

Consider these factors when creating teams:

  1. Mirror Sales Organization: Align PG:AI teams with your actual sales structure
  2. Enable Proper Analytics: Teams should be meaningful for performance analysis
  3. Maintain Simplicity: Avoid over-complicating with too many small teams
  4. Update Regularly: Adjust teams as your organization evolves

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Team Analytics Benefits

Well-configured teams enable:

  • Performance Comparison: Compare activity levels across different teams
  • Adoption Tracking: Identify which teams are embracing PG:AI most effectively
  • Manager Visibility: Give team leaders insight into their team’s platform usage
  • Targeted Training: Identify teams that need additional enablement

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Quick Actions

Manage Users

Add users, change roles, and manage access

Create Teams

Organize users into logical team structures

View Team Analytics

Analyze performance by team