Managing Users and Seats

Adding a new user

Workspace admins can add and remove users directly from the admin panel:

1. Navigate to Settings using the navigation menu.
2. Select the Users tab.
3. Click Add User and enter the new team member's email address.
4. The user will receive an invitation email with login instructions.

Admins can also remove users from the same panel at any time — simply find the user in the list and click remove.

If you don't have admin access, contact your Salesmotion account manager or support@salesmotion.io with:

• The new user's email address
• Their name and role (for reference)

We'll create the account and send you confirmation with the login details.

First login

New users should:

1. Navigate to app.salesmotion.io.
2. Sign in with the email address and temporary password provided.
3. Change the password immediately after the first login for security.

If a new user doesn't receive login details or has trouble signing in, contact support and we'll resolve it quickly.

How seats and billing work

Salesmotion uses a seat-based billing model:

• Individual plan — 1 seat included. Ideal for solo practitioners who want to track up to 100 accounts.
• Team plan — Unlimited seats for your organisation. Add as many team members as you need without per-user charges.
• Enterprise plan — Unlimited seats with additional features like Salesforce integration, higher account volumes, and API access.

When you add a new user on the Individual plan, this requires an additional seat — your account manager will send an updated invoice. On Team and Enterprise plans, additional users are included at no extra cost.

User roles and shared account lists

Currently, all users in a Salesmotion workspace share the same account list. This means:

• Every tracked account is visible to everyone in your organisation. You cannot hide accounts from specific users.
• Favourites are personal. Each user can star their own accounts to filter their personal view — this doesn't affect what others see.
• Alerts are personal. Each user can configure their own Search Alerts and notification preferences.
• Account ownership can be assigned to individual users (synced from Salesforce or set manually). This helps with filtering by "My Accounts" but doesn't restrict access.

Setting alerts on accounts you don't own

You can set alerts on any account in your workspace, not just ones you own. This is useful for:

• Monitoring a colleague's key accounts while they're on holiday.
• Tracking competitive intelligence accounts that don't have a formal owner.
• Staying informed about strategic accounts outside your direct territory.

Onboarding new team members

When a new team member joins your Salesmotion workspace, help them get started quickly:

1. Share the Getting Started guide. This walks through the basics of navigating Salesmotion.
2. Have them star their accounts. Point them to the favourites feature so they can filter the dashboard to their territory.
3. Walk through the Summary tab. Open one of their key accounts and show them the Summary, Signals, and Magic features.
4. Set up their Search Alerts. Help them configure alerts for the keywords and topics most relevant to their role.

Tips for workspace management

• Keep your team informed. When new accounts are added or Setup configuration changes, let the team know — these are workspace-wide changes that affect everyone.
• Use account ownership for organisation. Assign account owners so team members can filter the dashboard to "My Accounts" and focus on their territory.
• Coordinate before deleting accounts. Deletion is workspace-wide and permanent. See Managing Accounts for best practices around deleting and organising accounts.
• Review your seat count at renewal. If team members have left or new people have joined, update your account manager so billing reflects your actual usage.

Frequently asked questions

Can I add users myself, or do I need to contact support?

Yes. Workspace admins can add and remove users directly from the Users tab in Settings. If you don't have admin access, contact your Salesmotion account manager or support team.

Is there a limit to how many users I can add?

On Team and Enterprise plans, there is no user limit — add as many team members as you need. The Individual plan is designed for a single user.

Can I remove a user's access?

Yes. Admins can remove users directly from the Users tab in Settings. Their personal data and configurations (favourites, alerts) will be removed, but workspace-level data (tracked accounts, keywords) is unaffected.

Can different users see different accounts?

Not currently. All users in a workspace see the same account list. Use favourites and account ownership filters to personalise your view. If you need completely separate account lists (e.g. for competitive intelligence monitoring), contact your account manager about setting up a separate workspace.

What happens when someone leaves the team?

Contact support to deactivate the departing user's account. Any accounts they owned can be reassigned. Their personal favourites and alert configurations will be removed, but no shared data is lost.