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The Settings area allows workspace administrators and owners to manage users, groups, permissions, billing, integrations, and roleplay creation controls. This guide explains each sub-section of the Settings tab and how to use it effectively.
Only workspace admins and workspace owners can access these settings. If you don’t see these options, you may not have the required permissions.

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Accessing the Settings Tab

Click on the Settings menu using the left-hand toolbar: Screenshot2025 12 10at10 23 12AM Pn When you click into Settings, you’ll see several sub-tabs that each gives you control over different administrative functions in your workspace. You can find a deep dive on each sub-tab below:

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1. Users

The Users tab is the administrative hub for managing workspace members.
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What You Can Do Here

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2. Groups

Groups help you organize members and define service areas within the workspace.
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In the Groups Tab, You Can:
  • Create or delete groups
  • Appoint group admins
  • Edit permissions and settings for each group
Why Groups Matter Groups are especially useful if you want managers or team leads to handle:
  • Credit distribution
  • Purchasing credits for their group
  • Adjusting permissions inside their group

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3. Workspace

This section includes general workspace-level settings.
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Admins Can Update:
  • Display name
  • Workspace URL
  • Workspace logo

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4. Billing

The Billing page outlines your workspace plan and seat allocation.
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What You’ll See Here:
  • Your current plan type
  • Number of full (premium) seats granted, reserved, and remaining
  • Total coaching credits available
This tab helps you understand your usage and capacity at a glance.

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5. Integrations

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This tab allows you to connect external tools to your workspace, such as:
  • Fireflies
  • Gong
Integrations help streamline workflows and bring additional insights into your call scoring & coaching ecosystem.

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6. Roleplays

This section controls who can create AI roleplay scenarios within the workspace.
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You Can Set Permissions So That:
  • All workspace members can create scenarios
  • Only workspace admins can create scenarios
  • Workspace admins and group admins can create scenarios
Restricting permissions can be useful for maintaining quality or controlling scenario volume.