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Documentation Index

Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt

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Team settings let you manage user access, assign roles, and create team structures within PG:AI. Control who can access your workspace and organize users into logical teams for better collaboration.

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User Roles

PG:AI has three user role levels:

Super Admin

Full system access including billing, settings, and user management

Admin

Manage users and teams, configure settings, view analytics

Common User

Add accounts, create content, use AI features

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Managing Users

  • Change user roles
  • Delete user accounts
  • Send password reset emails
  • View user activity status

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Team Structure

Create teams that reflect your sales organization:
1

Create team

Define a clear team name (e.g., “North America Sales”, “Enterprise AEs”)
2

Assign manager

Designate a team manager for analytics visibility
3

Add members

Select users to include in the team
4

Save configuration

Finalize the team structure for reporting

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Best Practices

Limit Super Admin access to 1-2 essential personnel. Most users should have Common User roles.
Role Guidelines:
  • Super Admin: Sales ops leaders, system administrators (1-2 people)
  • Admin: Team managers, sales enablement staff
  • Common User: Sales reps, AEs, SDRs, end users
Team Structure:
  • Mirror your actual sales organization
  • Keep teams simple and meaningful for analytics
  • Update teams as your organization evolves

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Quick Actions

Manage Users

Add users and change roles

Create Teams

Organize users into teams

View Analytics

Analyze team performance