SMVue Documentation

SMVue offers three seat types, each designed for different roles in your organization. Understanding seat types helps you assign the right access to each user.

Seat Types Overview

Manager Seat

Who: Sales managers who coach reps Access: Full platform access, all coaching tools Paid: Yes (primary subscription seat) Read more →

Who: VPs, CROs, executives who need team oversight Access: Read-only oversight; the exact scope depends on whether the user owns an organization-level Executive workspace or is an Executive member inside a manager workspace Paid: No (free, read-only, unlimited) Read more →

Rep Seat

Who: Sales reps being coached Access: Focused workspace over their own data, with narrow task-status and Inbox reply actions Paid: No (free and unlimited) Read more →

Choosing the Right Seat Type

Give Manager Seat To:

Sales managers who coach reps
Team leads who run 1:1s
Anyone who needs Meeting Prep, Sales Coach, Notebooks

Give Executive Seat To:

VPs of Sales
CROs
Executives who need team-wide visibility
Anyone who needs analytics but doesn't coach directly

Give Rep Seat To:

Sales reps (AEs, SDRs, CSMs)
Anyone being coached
Team members who only need to see their own performance

Assigning Seat Types

Only Owners can assign seat types:

Go to Settings > Team
Find the user
Click Change Seat Type
Select new seat type
Confirm changes

This assignment gives the member read-only access inside the existing manager workspace. It does not create an organization-level rollup. A new VP or CRO who needs cross-manager oversight can choose Sales Executive during signup, confirm an organization, and invite managers into linked workspaces.

Billing Impact:

Only Manager seats are billed (the manager seat is the one paid seat)
Rep seats and Executive seats are always free and unlimited. Executive seats are read-only; Rep seats can take narrow task-status and Inbox reply actions within their own workspace.

Seat Type Comparison

Feature	Manager	Organization Executive	Rep
Dashboard	Full	Read-only Command Center	Personal
Sales Coach	Included	❌	Add-on (Sales Coach for Reps)
Meeting Prep	✅	❌	❌
Notebooks	✅ Create/edit	❌	❌
Action Items	✅ Create/assign	❌	✅ Update assigned status
Team View	✅ Own team	✅ Linked manager workspaces	❌
Analytics	Manager surfaces	Rep Benchmarking	❌
CRM Integration	✅	❌	❌
Calendar Integration	✅	❌	❌
Billing Management	Owner only	❌	❌

This table describes the organization-level Executive workspace created through Sales Executive onboarding. An Executive member assigned inside a manager workspace may receive that workspace's read-only Pipeline, CRM, Performance, Impact Report, Analytics, or Reports surfaces when enabled, but cannot administer or change the workspace.

Sales Coach is included with the Manager seat. Sales Coach for Reps and Sales Coach for Execs are available as add-ons — contact us for add-on pricing. They are not included with the free Rep or Executive seat. Sales Coach for Execs applies only to an Executive member inside a manager workspace where the add-on is assigned; it is not available from the organization-level Executive workspace.