User Licenses
Each user has a single license, aligned with our pricing model:
Sales User → Full access to all features
Portfolio User – Pro → Includes access to PortfolioGPT
Portfolio User (Free Tier) → Can search and navigate the portfolio
Admin Permissions
On top of their license, a user administrator can assign additional admin roles per individual:
Sales Manager → Manages teams and assigns portfolio scope per team
Portfolio Manager → Manages portfolio structure and governance (assigns ownership of portfolio sections)
Template Manager → Manages templates for portfolio content and sales assets
User Manager → Manages user access and assigns users to teams
IT Manager → Configures IT integrations with the platform
Managing Users & Permissions
As a User Manager, which is one of the Admin Permissions, you can easily view and manage user licenses and admin roles on the Members Configuration page (Settings > Members).
💡 Tip: Use tags to quickly filter by license type or admin role.
Teams
To configure teams and assign users to them, check out our Teams Guide.
This functionality is available to:
✅ User Managers – Manage user access and assignments
✅ Sales Managers – Define team structures and portfolio scopes
Head over to the guide for a step-by-step walkthrough!