Can my team members access Sales Call Analyzer?
Yes — Owner, Admin, and Member roles all have full access.
Sales Call Analyzer is available to Owner, Admin, and Member roles in a workspace. The Client role is the only one that can't see it — they only have access to the Client Portal page.
Access by role
| Role | Sales Call Analyzer access |
|---|---|
| Owner | Full — upload, analyze, export, delete |
| Admin | Full — upload, analyze, export, delete |
| Member | Full — upload, analyze, export, delete |
| Client | None — Client Portal only |
Are uploads shared across the team?
Uploads and analyses are workspace-scoped — anyone with access to the workspace (Owner, Admin, Member) can see any call uploaded to it. There isn't a per-user private mode today.
If you need a private space for coaching reviews, use a separate workspace for that reviewer cohort.
To invite a teammate
- Settings → Members → Invite Member.
- Enter their work email.
- Pick Admin or Member (not Client, unless they're an external stakeholder).
- Send the invite.
Once they accept, they'll see Sales Call Analyzer in the sidebar when they log in.
Client role is restrictive by design
The Client role exists so you can share a workspace with an end-client without giving them access to internal tooling. If a teammate got invited as Client by mistake, re-invite them as Member — roles aren't editable in-place after sending.