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The Settings area lets workspace admins and owners manage users, groups, permissions, billing, integrations, and roleplay creation controls.
Only workspace admins and workspace owners can access Settings. If you don’t see these options, you may not have the required permissions.

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Accessing Settings

Click Settings in the left-hand navigation menu on your Exec workspace to access all administrative controls.

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1. Users

The Users tab is the hub for managing workspace members.
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From here you can:

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2. Groups

Groups help you organize members and define service areas within the workspace.
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From here you can:
  • Create or delete groups
  • Appoint group admins
  • Edit permissions and settings for each group
Groups are especially useful for giving managers or team leads control over credit distribution, credit purchasing, and permissions within their own group.

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3. Workspace

General workspace-level settings.
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From here you can update:
  • Display name
  • Workspace URL
  • Workspace logo

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4. Billing

An overview of your plan and seat allocation.
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From here you can see:
  • Your current plan type
  • Number of full seats granted, reserved, and remaining
  • Total coaching credits available

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5. Integrations

Connect external tools to your workspace.
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Currently supported integrations include Fireflies and Gong, which bring additional insights into your call scoring and coaching workflows.

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6. Security

Manage Single Sign-On (SSO) and Directory Sync (SCIM) for your workspace. From here you can:
  • Set up and configure SSO with your identity provider
  • Verify your company’s email domains
  • Enable or disable Directory Sync (SCIM) for automated user provisioning
  • Choose the default seat type for SCIM-provisioned users
  • Disable SSO or SCIM when needed
The Security tab is only visible on Enterprise plans that include the SSO entitlement. See Single Sign-On and Directory Sync for full setup instructions.

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7. Roleplays

Control who can create AI roleplay scenarios in your workspace.
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You can restrict creation to:
  • All workspace members
  • Workspace admins only
  • Workspace admins and group admins
Restricting permissions helps maintain content quality and control scenario volume.
You need to have Roleplays active in your workspace to view this tab

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8. Export Data

Download CSV exports of your workspace data. From here you can export:
  • Sessions — All roleplay session data including scores, assignments, and program info
  • Users — All workspace members with roles, seat types, and group memberships
  • Groups — All groups with member lists and roles
See Export Data for full details on what each export includes.

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Getting Help

Need help? Contact us at [email protected] for guidance on workspace settings or admin configuration.