Manage Users, Roles & Seats in Attention

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Video Walkthrough

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Open User Management

1. Click Settings → Organizational settings → User Management.
2. You’ll see a list of Users, their Team, Role, and Seat type at a glance.

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Invite new teammates

1. In User Management, click Invite team member.
2. Fill in:
   • Email address
   • Team – e.g., Sales, Account Management, Customer Success.
   • Role – choose Sales Rep, Manager, or Admin (see differences below).
   • Seat type – Recording seat or Listener seat (details below).
3. Hit Send invite. The user gets an email to activate their account.

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Re-assigning and deactivating users

• Once users have been invited and onboarded to Attention, you can change their Team, Role, and Seat Type
• To deactivate users, click the ⋯ icon next to Seat Type