You manage everyone in your workspace under Settings > Workspace > Users. This is where you invite people, give them a license and admin roles, and put them in a team. Only workspace admins see this tab.
đ¨ Invite people
Click Invite users.
Type an email address and choose the person's Roles: their license and any admin roles. Add a row per person, or click Import to paste several email addresses at once.
Click Send invites.
Each invite is a private link that works once, and only for the email address it was sent to. A forwarded invite doesn't work for anyone else, and nobody joins just because they have your company's email domain: everyone needs their own invite.
Pending invites are on the Invited users tab, with their Roles, their Expires date and who sent them (Invited by). You can still change the roles of a pending invite. Send reminder reminds the person of their invite, and Remove invite cancels it.
đĽ Find and manage users
The Active users tab lists everyone in the workspace with their Roles and Team. Change either one straight from the row.
Filter with the buttons at the top: Licenses, Admin roles and, once you have teams, Teams (with None for people without a team).
Seats: under Licenses, Sales shows how many people have a Sales license. If your plan has a set number of seats, it shows the seats in use out of the total, for example 8/10. When every seat is taken, you can't give a Sales license to anyone else, in an invite or from Roles, until a seat is free.
Remove user removes all of someone's access to the workspace. This can't be undone.
đ How access works
Two things decide what someone can do in uman:
A License grants access to a set of functionalities. Everyone has exactly one license.
Admin roles are added on top of a license. They give extra permissions to configure and manage the workspace. Someone can hold several admin roles, or none at all.
A person's permissions are always their license plus every admin role they hold. You assign both from the Roles dropdown next to each user.
â What everyone can do
Whatever their license, anyone with access to the workspace can:
View and use the portfolio: Offerings, cases, thought leadership, and Brands.
Ask questions in AI chat.
Manage their own profile under Settings > Personal > My account, including their name, photo, and language. They cannot change their own license or admin roles.
Connect their own personal apps under Settings > Personal > Apps, such as their calendar and CRM account, using their own credentials.
đŤ Licenses
There are two licenses: Sales and Portfolio.
Sales
Access to all sales functionalities for business development, deal execution, and account management. A Sales user can:
Work with Accounts (prospects, customers and partners), Signals, Contacts, Tasks and Sales meetings, and Deals once your workspace has a CRM connected.
Prepare meetings, generate follow-ups, and read account research and sentiment.
Link and create records in a connected CRM (accounts, deals, and contacts), using their own CRM account.
Create their own outreach campaigns, and use the workspace's active campaigns.
Create and use their own templates.
Portfolio
Access to portfolio content and AI chat. This is the default when someone does not have a Sales license. A Portfolio user does not have the sales areas above (accounts, signals, contacts, tasks, deals and sales meetings).
đ ď¸ Admin roles
Admin roles are additive. They never replace a license; they add management permissions on top of it.
Sales Admin
Everything a Sales user can do, plus managing shared sales settings for the whole workspace:
Manage the workspace's outreach campaigns, as well as their own. Colleagues' personal campaigns stay private.
Create templates for the whole workspace, and choose which ones are included by default in meeting preparation and follow-up (Settings > Sales meetings > Templates).
Manage CRM report templates, once your workspace's CRM is connected and switched on.
Set up the qualification framework behind deal scores (Qualification), and the meeting assistant for the workspace, including the accounts and people uman ignores.
Use Export to Excel on the lists of all accounts, signals, contacts and deals.
Open Stats > Sales meetings, an overview of every sales meeting in the workspace that you can also export to Excel.
Sales Admin requires a Sales license to be active.
Portfolio Admin
Portfolio Admins fully control the portfolio structure and content across all offerings in uman:
Create, edit, and delete offerings, cases, thought leadership, and brands.
Manage the attributes used to structure that content.
Template Admin
Manage the templates used across portfolio offerings, cases, and thought leadership, under Settings > Portfolio > Templates. This role covers templates only; it does not grant editing the portfolio content itself.
Workspace Admin
Manage the workspace itself:
Invite and remove members, and assign their licenses and admin roles (Users).
Create and manage teams, assign members to teams and name team managers (Teams).
Connect and manage workspace integrations and apps (Apps).
See the workspace's plan and monitoring slots (Billing), and download the reports uman shares with you (Reports).
Follow how every sales user adopts uman in Stats > Users.
Workspace Admin governs the workspace but does not by itself grant sales or portfolio content permissions. To also work with those, a person needs the matching license or admin role.
Team managers
Team manager is not an admin role. A workspace admin names managers per team, in the team's Managers tab under Settings > Workspace > Teams. A manager can open Stats > Users for the teams they manage. Nothing else changes about what they can do.