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Teams

The Teams feature in PrimeRole lets you group users by function (like BDRs, SDRs, or AEs) and manage their access to products and credit usage — all from a single workspace view.

What Are Groups​

Teams are logical groupings of users within your workspace. Beyond organizing users by department or role, Teams also enable centralized management of product subscriptions and credit limits.

  • Example Teams
    • BDRs
    • Sales Development - North America
    • Account Executives
    • Revenue Operations
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Key Capabilities​

  • Group Users into Teams
    • Easily assign users to different teams based on function, region, or seniority.
  • Track Credit Usage by Team
    • Get a clear view of how much credit each team has used across all PrimeRole features.
  • Manage Product Access at Team Level
    • Assign or restrict product access and credit usage per team.

Inside Each Team​

When you open a team, you’ll see two main sections:

  • Members
    • View all users assigned to the team. You can add or remove members here.
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  • Product Access
    • Manage how this team accesses various PrimeRole features.
      • Available Products: See which tools or features the team can access (e.g. Dialer, Enrichment)
      • Credit Allocation: Set credit limits per product
      • Credit Limit Type: Choose whether the limit is shared across the team or distributed per user
      • Reset Timeline: Define how often the credits reset (e.g. monthly, quarterly)
  • 🔒 Only admins can modify product access and credit settings for a team.
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Why Use Teams?​

  • Organize your workspace efficiently
  • Control access to features based on function or role
  • Avoid over-usage by setting team-level credit caps
  • Gain visibility into how each team is using PrimeRole
  • Scale operations without losing control over resources