Video walkthrough
The walkthrough below mirrors the video, tab by tab. Use it as a reference while you set up your workspace.
Only workspace admins and workspace owners can access Settings. If you don’t see these options, you may not have the required permissions.
Accessing Settings
Click Settings in the bottom left of the left-hand navigation on your Exec workspace. This opens the Settings area and lands you on the Users page by default.Users
The Users page is the hub for managing workspace members.
- Invite by email - paste a list of emails separated by commas. You can copy a column of addresses straight out of a Google Sheet or Excel file to add people in bulk, or add them one at a time. (Exec uses paste-to-invite, not a CSV file upload.)
- Assign to groups - drop invitees into one or more groups as you invite them.
- Set the seat type - choose a Basic Seat or a Full Seat. Assign a Full Seat to anyone who needs access to roleplays. See Basic Seats vs. Full Seats for the difference.
- Schedule the invitation - send invites now, or schedule them for a future date (for example, a new hire’s start date or a program launch). When a date is set, the button reads Send Scheduled Invitations.
- Grant credits and assign coaches - if coaching is enabled in your workspace.
Groups
Groups organize members into teams or service areas (for example, “SDR Outbound” in a sales workspace).
- Download CSV of all groups and their members
- + Add Group - name the group and add members
- Open any group to Make Group Admin or Revoke Admin Rights for a member
Profile Fields
Profile fields are custom attributes attached to every user’s account, such as Segment, Industry, or Department. Create a field (a Dropdown with options, or a free Text field) and it appears on each user’s profile, which they can fill in from the top-right menu under Account. For example, a user might set their Segment to “Enterprise” and their Industry to “Healthcare.” Profile fields power conditional context in roleplays: a scenario can read a user’s profile field and adjust the character’s behavior accordingly (for example, behaving differently for an enterprise rep vs. an SMB rep). This is optional and used by a subset of workspaces. To deep dive on using them in scenarios, see the Advanced Roleplay Building walkthrough.Workspace
General workspace-level settings.
- Display Name - a human-friendly name for your workspace
- Workspace URL - if you change this, let your members know, since their sign-in link changes
- Workspace Logo - used throughout the app to personalize the experience
Billing
An overview of your plan and seat allocation.
Integrations
Connect external tools to your workspace. Integrations are grouped into three sections:
- Learning - connect learning platforms via LMS / LTI 1.3
- Call Recorders - automatically import calls from tools like Fireflies and Gong for call scoring
- Content - connect Notion, Google Drive, and Guru to feed the Knowledge Hub (visible if Knowledge Hub is enabled)
Security
Manage Single Sign-On (SSO) and Directory Sync (SCIM). From here you can set up SSO with your identity provider (start by adding and verifying your company’s email domain), enable Directory Sync for automated user provisioning, choose the default seat type for provisioned users, and disable SSO or SCIM when needed.The Security tab appears on plans that include the SSO entitlement. See Single Sign-On and Directory Sync for full setup instructions.
API
Create and manage API keys to access the Exec REST API. Click Create API Key to generate a key, then manage existing keys (activate, deactivate, or delete) from the table. The View API documentation → link opens the API reference, which walks through authentication and endpoints.Export Data
Download CSV exports of your workspace data. Three export types are available:- Sessions - all roleplay session data, including scores, attempt numbers, assignments, and program info
- Users - all members with roles, seat types, admin status, and group memberships
- Groups - all groups with their member lists and roles
Product settings
Below the workspace tabs, the Products section controls each Exec product.Roleplays
Control who can create and assign AI roleplay scenarios.
- Who can create AI Roleplay scenarios? - All workspace members, Workspace Admins, or Workspace & Group Admins. We recommend All workspace members unless you want to tightly control scenario volume and quality.
- Who can assign scenarios? - Workspace & Group Admins or All workspace members. Workspace & Group Admins is a good default.
Roleplays must be active in your workspace for this tab to appear.