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Invite your team
Admin, Editor and Viewer — what each role can do, and how invitations work.
Team management lives in Settings → Organization. If your company uses single sign-on, people can sign in without an invitation — they arrive as Viewers and an Admin promotes from there.
Roles
| Role | What it can do |
|---|---|
| Admin | Full access to manage the organization and its team members, including integrations and credits |
| Editor | Can create and edit content — agents, scorecards, training plans, bots. Can invite Viewers only |
| Viewer | Can view content only |
Editors can invite people, but every person an Editor invites joins as a Viewer. Only an Admin can grant Editor or Admin.
Invite someone
- Go to Settings → Organization
- Enter their first name, last name and work email
- Choose the role (Admins only — Editors always invite as Viewer)
- Send the invitation
They're notified by email to join your organization.
Who should get which role
- Admins — the person who owns the Taizen rollout, plus one backup. Integrations and credits are all Admin-level, so keep this list short.
- Editors — enablement, RevOps, PMM, competitive intel. Anyone who builds agents, writes scorecards, or authors training plans.
- Viewers — reps and managers. A Viewer can still run roleplays, take training plans and read what agents deliver; they just can't reconfigure the workspace.
What reps actually need
A rep doesn't need an Editor seat to use Taizen. As a Viewer they can:
- run roleplay sessions and read their own scores
- work through an assigned training plan
- read briefs and digests that agents deliver to Slack or email
- read win/loss interviews for their own deals
Next
Ship your first agent — see build an agent.