Invite your team
With data flowing, bring the people in. A teammate's role decides what they see and what they can do — so the right person lands on the right screen from day one.
Users and teams live under Settings → Workspace, which only admins can reach. Invite people by email, give each one a role, and group them into teams when you need managers to see just their slice. Roles aren't decoration — they gate every page and every action in the product.
The four roles
Pick the lowest role that lets someone do their job. You can change it any time.
Inviting people
Go to Settings → Workspace → Users. Enter an email, choose a role, and send. They'll get an invite link; until they accept, they show as Invited.
Teams & scoping
Teams group people into departments and smaller groups. They matter most for Leads, who see only their own team's customers and QA — everyone else sees the whole workspace.
What happens next
That's the setup done — tools connected, team in place. Everyone can now start in the right spot: QA managers in the Queue, CSMs in account timelines, leaders in Insights. New to the product? Start with How Resonant IQ thinks.