Manage your team members, invite new users, and control who can access what within Slokoto.
What it does
The Team page allows workspace administrators to:
- Invite new team members with specific roles
- Manage existing members and their permissions
- Track seat usage and billing implications
- Deactivate members who no longer need access
Key roles
Slokoto has three roles that determine what each team member can do.
Admin
- Full access to all features
- Can invite and remove team members
- Can configure integrations and billing
- Sees all Todo, Pipeline, Upcoming, Archive, Activity, and Dashboard data
Manager
- Can view team-level data, not just their own
- Can reassign actions between team members
- Can access the Dashboard with team metrics
- Can review and restore trashed leads
- Cannot configure billing or integrations
Rep
- Works on their own assigned actions only
- Views their personal Todo, Pipeline, Upcoming, Archive, and Activity
- Cannot see other team members' work
- Cannot access team settings
Visibility settings
Each user has a visibility scope that controls what data they can see:
| Visibility | Can See |
|---|---|
| Private | Only their own Todo, Pipeline, Upcoming, Archive, Activity |
| Team | Own data plus all team members' data |
| Workspace | Everything in the workspace |
Default visibility by role:
- Admin -> Workspace
- Manager -> Team
- Rep -> Private
How to use it
Opening the Team modal
- Click your avatar in the top-right corner
- Select Team
- The Team modal opens with your current members
Inviting a new member
- Click Invite Member
- Enter their email address
- Optionally add their name
- Choose their role
- Review seat usage and billing impact
- Send the invite
The invitee receives an email and appears in the Invites tab until they accept.
Viewing member details
Click any member row to open their details drawer:
- Overview: Role, visibility, status, last active
- Permissions: What they can and cannot do
- Actions: Deactivate or reactivate the member
Changing a member's role
- Open the member details
- Click Edit
- Change the role
- Save
Role changes take effect immediately.
Deactivating a member
When someone leaves the team:
- Open their details drawer
- Click Deactivate Member
- Choose what happens to their open actions
- Confirm the deactivation
The member loses access immediately, but their audit history is preserved.
Key terms
| Term | Meaning |
|---|---|
| Seat | A license for one active user |
| Invited | User has been sent an invite but has not accepted yet |
| Active | User has accepted and can use Slokoto |
| Inactive | User has been deactivated and cannot access |
| Visibility | Controls which data a user can see |
Billing and seats
- Each active user requires one seat
- Your plan includes a certain number of seats
- Adding members beyond your limit increases billing
- When inviting, you will see the cost impact before confirming
- Deactivating a member frees up their seat
Tips
- Start reps with Private visibility
- Make team leads Managers when they need to help coordinate work
- Keep Admin count low
- Deactivate instead of deleting so audit history stays intact
- Review pending invites and clean them up regularly
Frequently Asked Questions
Q: Can I have multiple Admins?
Yes. All Admins have the same permissions.
Q: What happens to a member's actions when they are deactivated?
You choose during deactivation whether work becomes unassigned or is reassigned.
Q: Can I change someone's role without affecting their current work?
Yes. Role changes affect access and permissions going forward. Past work stays attributed.
Q: Do pending invites count against my seat limit?
No. Only active users count against seats.
Q: Can a Manager invite new team members?
No. Only Admins can invite or remove team members.