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Managing your team effectively means getting everyone the access they need—without compromising security or control. Whether you’re onboarding new reps, adjusting permissions, or removing users who’ve moved on, Minoa gives you full visibility and control over who’s in your workspace.

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Who Can Manage Users?

Admins have full user management capabilities:
  • Invite new users
  • Change user roles
  • Suspend or unsuspend users
  • Delete users
  • Manage billing status
Regular users can:
  • View the team list
  • Update their own profile
New to user management? Click the help icon (?) next to “Invite user” to learn about roles and permissions.

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Accessing User Management

Navigate to Settings → Team to view and manage your workspace users. You’ll see a table showing all active team members with:
  • Name and Avatar — Visual identification of each user
  • Email — User’s login email
  • Team — Tags for organizing users by team or region
  • Role — Admin or User permissions
  • Status — Active, suspended, or deleted
  • Integration Status — Connected tools (CRM, call recording, Slack, Seismic)

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Inviting New Users

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Steps to Invite a User

  1. Navigate to Settings → Team
  2. Click Invite user in the top-right corner
  3. Enter the user’s email address
  4. Select their role:
    • Admin — Can read & write all, and manage users
    • User — Can read all & write their own account
  5. (Optional) Add team tags to organize by department, region, or function
  6. Click Send Invitation
The user will receive an email with instructions to join your workspace.
Email validation required: Users must verify their email before accessing Minoa.

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Understanding User Roles

Minoa has two user roles designed to give you control without complexity

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Admin Role

Admins are workspace owners and managers who can:
  • Create, update, and delete all deals and business cases
  • Invite and manage users
  • Configure integrations (Salesforce, HubSpot, Slack, Zoom, Gong, etc.)
  • Access billing and subscription settings
  • View and edit all team content
When to use: Assign to sales leaders, RevOps, or anyone who needs full workspace control.

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User Role

Users are individual contributors who can:
  • Create and manage their own deals
  • View deals shared with them
  • Collaborate on business cases
  • Use all core Minoa features (call analysis, meeting prep, value tracking)
  • Update their own profile and settings
When to use: Assign to individual sellers, account executives, and most team members.
Best practice: Start with fewer admins. You can always promote users later as your team grows.

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Editing User Roles

Need to promote a user to admin or adjust permissions? You can change roles anytime.

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Steps to Change a User’s Role

  1. Navigate to Settings → Team
  2. Find the user in the table
  3. In the Role column, click their current role (e.g., “User”)
  4. Select the new role from the dropdown
  5. The change takes effect immediately
You cannot change your own role. Ask another admin to update your permissions.

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Organizing Users with Team Tags

Team tags help you organize users by department, region, product line, or any structure that fits your sales org.

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Adding Tags to a User

  1. Navigate to Settings → Team
  2. Find the user in the table
  3. Click the Team column for that user
  4. Add or remove tags
  5. Changes save automatically
Common tag examples:
  • Enterprise Team
  • West Coast
  • EMEA
  • Inside Sales
  • SDR Team
Tags help you filter and organize—especially useful when managing large teams or multiple regions.

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Suspending Users

Suspending a user temporarily disables their access without deleting their data. This is useful for users on leave, contractors between projects, or when you need to pause access quickly.

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Steps to Suspend a User

  1. Navigate to Settings → Team
  2. Find the user in the table
  3. Click the Pause icon in the Actions column
  4. Confirm suspension
What happens when you suspend a user:
  • They cannot log in
  • Their deals and content remain intact
  • They stop receiving notifications
  • You can unsuspend them anytime

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Steps to Unsuspend a User

  1. Find the suspended user (they’ll show “suspended” status)
  2. Click the Play icon in the Actions column
  3. They regain full access immediately
You cannot suspend yourself. Ask another admin if you need to change your own status.

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Deleting Users

Deleting a user permanently removes them from your workspace. Use this when someone leaves your company or no longer needs access.

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Steps to Delete a User

  1. Navigate to Settings → Team
  2. Find the user in the table
  3. Click the Trash icon in the Actions column
  4. Confirm deletion
This action cannot be undone! The user’s account and personal data will be permanently removed. Consider suspending instead if you might need to restore access later.
What happens when you delete a user:
  • Their account is permanently removed
  • They lose all access to Minoa
  • Shared content (deals, business cases) remains accessible to other users
  • Personal content may be deleted or archived
Best practice: Suspend first, delete later. Suspending gives you time to reassign deals or transfer ownership before permanent removal.

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Managing Billing Status (Admin Only)

Admins can exclude specific users from billing—useful for contractors, read-only stakeholders, or temporary users.

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Steps to Exclude a User from Billing

  1. Navigate to Settings → Team
  2. Find the user in the table
  3. Click the Credit Card icon in the Actions column
  4. The user is now marked “Not billable”
Users excluded from billing still have full access based on their role—they just won’t count toward your subscription.
You cannot change your own billing status. Ask another admin if needed.

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Understanding Integration Status

Each user row shows icons indicating which integrations they’ve connected:
  • CRM (Salesforce/HubSpot) — User is mapped to a CRM contact
  • Call Recording (Gong/Chorus/Zoom) — User’s meetings are synced
  • Slack — User receives notifications in Slack
  • Seismic — User has content library access
Why this matters: Integration status helps you verify that users are properly connected to your sales stack. If someone’s icon is missing or grayed out, they may need to reconnect or map their account.

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Viewing Billing Information

Admins can see billing details directly on the Team page. The Billing Widget shows:
  • Number of billable users
  • Current subscription plan
  • Monthly or annual cost
  • Users excluded from billing
This helps you track costs and optimize your subscription as your team grows.

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Key Takeaways

  • Admins control everything — user management, integrations, billing, and workspace settings
  • Regular users can self-manage — update their own profile and create deals
  • Suspend before deleting — gives you time to reassign content and avoid mistakes
  • Use team tags — organize users by team, region, or any structure that fits your sales org
  • Check integration status — ensure users are properly connected to your sales tools