Understand the Settings Tab

The Settings area is where workspace admins and owners manage everything about the workspace: users and seats, groups, profile fields, billing, integrations, security, data exports, and the controls for each product (Roleplays, Calls, Skills, and Rubrics).

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Video walkthrough

The walkthrough below mirrors the video, tab by tab. Use it as a reference while you set up your workspace.

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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.

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Users

The Users page is the hub for managing workspace members. To invite people, click + Add Users. In the Add Users panel you can:

• 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.

Once a member exists, the row’s ”…” menu lets you Transfer Credits, Assign or Revoke Seat, Set Groups, Convert to Admin / Convert to Member, or Remove User. Bulk actions across selected users (Set Groups, Assign Seat, Modify Credits, Remove) and a Download CSV export are available from the top of the table. See Add a New User and Remove a User for the full flows.

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Groups

Groups organize members into teams or service areas (for example, “SDR Outbound” in a sales workspace). From here you can:

• 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

A group admin has admin powers scoped to their own group only. They can view every member of that group, see all of their sessions and activity, and manage them as an admin would, without seeing other groups or anyone outside their group. See Admin Capabilities for the full breakdown of workspace admin vs. group admin.

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Feature Access

The Feature Access page lets workspace admins decide who can see each product area (AI Roleplays, Programs, Coaching, Certifications, Call Scoring, Coaching Analytics, Knowledge Hub, and Courses) and who can perform actions inside them. Use it to pilot a feature with a single group, restrict a specialist tool to the team that uses it, or open access back up to everyone. Grants only ever add access on top of the Everyone baseline — workspace and group admins always see every feature. Feature Access is available on the Enterprise plan. See Feature Access for the full walkthrough.

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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.

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Workspace

General workspace-level settings. Here you can update your workspace’s:

• 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

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Billing

An overview of your plan and seat allocation. Billing shows your current plan and renewal date, your basic and premium seat inventory (granted and available), your platform credits for AI-powered call analysis, scoring, and course generation, and any coaching credits available to distribute. Platform credits show how much of the allowance you have used and when usage resets. Plan changes and on-demand credit settings are handled by your Exec rep rather than in the app.

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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 Fireflies.ai, Gong, Fathom, Clari Copilot, Sybill, Zoom, and Microsoft Teams for call scoring
• Content - connect Notion, Google Drive, OneDrive and SharePoint, Guru, and Glean to feed the Knowledge Hub (visible if Knowledge Hub is enabled). Sources marked Alpha are still in early release.

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Security

Manage Single Sign-On (SSO), Directory Sync (SCIM), and Iframe Embedding. 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 Iframe Embedding section lets you allow specific external origins (for example, a customer LMS or portal) to embed your Exec workspace inside an iframe. See Embed Exec in an iframe for the full setup.

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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.

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Export Data

Download exports of your workspace data. Six exports are available:

• All Sessions - roleplay session data, including scores, attempt numbers, assignments, and program info
• All Users - members with roles, seat types, admin status, and group memberships
• All Groups - groups with their member lists and roles
• Course Enrollments - course participants with enrollment status, progress, due dates, quiz averages, time spent, and certifications
• Course Block Results - per-block results for every course, including quiz scores, roleplay attempts, and completion status
• Calls Performance - a report over every scored call, with rep trends, category breakdown, skill gaps, and a coaching list

Most exports download as CSV. Sessions and Course Enrollments add a dropdown next to the download button for a formatted XLSX report with extra analysis tabs, and Calls Performance is XLSX only. See Export Data for details on what each export includes.

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Product settings

Below the workspace tabs, the Products section controls each Exec product.

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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.

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Calls

Settings for recording and scoring real calls, split into General Settings and Categories. General Settings opens with a setup checklist that tracks the four things call scoring needs: a connected call recorder, call processing enabled, scoring enabled on at least one category, and team member identification configured. Anything still outstanding is called out at the top, with a Fix link straight to it. Below the checklist, Call Processing controls whether new calls are automatically categorized and scored, and shows how many calls are ingested, completed, skipped, or failed. Integrated Sources lists your connected call recorders and their sync status. Categories is where you define the call types and scorecards Exec grades against. Setup is covered end to end in the Call Scoring walkthrough.

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Skills

Configure the Skills framework and skill analytics for your workspace.

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Rubrics

Build and manage reusable scoring rubrics that scenarios can reference.

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Getting Help

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