SMVue Documentation

SMVue has one paid seat — the Leader seat — plus free, unlimited permission profiles that shape what a member without that seat can see. Understanding the difference between a seat (a purchased entitlement) and a profile (an access grant) helps you set up your team correctly.

The One Paid Seat

Leader Seat

Who: Sales managers and team leads who coach reps and run the day-to-day book Access: Full platform access — coaching tools, meeting prep, notebooks, action-item creation, CRM administration Paid: Yes — the only paid seat. The workspace base plan includes one Leader seat; every additional Leader seat is billed separately. Read more →

Free Profiles

Reps and executives are not seats — they are free permission profiles a member holds without ever purchasing anything.

Executive Profile

Who: VPs, CROs, executives who need workspace-wide oversight Access: Read-only visibility across the whole workspace — Team, Analytics → Rep Benchmarking, Coaching, Pipeline, Performance Paid: No — free, read-only, unlimited Read more →

Rep Profile

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

The Own-Book Floor

A member with no seat and no assigned profile is not locked out. They fall to a read-only own-book floor — their own records, read and export only, never write. This is the default a brand-new invite lands on before an Owner or Admin assigns anything more specific; it replaces the old "no access at all" gap.

Choosing the Right Access

Give the Leader Seat To

Sales managers who coach reps
Team leads who run 1:1s
Anyone who needs Meeting Prep, Sales Coach, Notebooks, or the ability to create coaching sessions, notes, and action items

Give the Executive Profile To

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

Give the Rep Profile To

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

Assigning Access

Owners and Admins assign the Leader seat and profiles independently — they are two separate choices, not a single picker:

Go to Settings → Team (or the invite dialog for a new member)
Find or invite the user
Toggle the Leader seat on or off
Choose one or more permission profiles (a system preset like Executive, Rep, Revenue Operations, or a custom profile) and, for a team-scoped grant, the operating team
Confirm changes

A profile change takes effect immediately and never requires a re-invite.

Billing Impact:

Only the Leader seat is billed — the workspace base plan ($150/month) includes one, and each additional Leader seat is $100/month (20% off either when billed yearly).
The Rep and Executive profiles are always free and unlimited. The Executive profile is read-only; the Rep profile can take narrow task-status and Inbox reply actions within the member's own workspace.

Custom Permission Profiles

The Executive and Rep presets above set the default access most workspaces need. For anything more specific — a revenue-operations role that reads everything and manages the CRM connection, or a rep who should also see one other team's pipeline — an Owner, Admin, or anyone holding the permissions.manage capability can build a custom permission profile from Workspace Settings → Profiles and assign one or more profiles to a member from the Members page, alongside their seat. A profile only ever adds access on top of the own-book floor; it can never grant the Leader seat's write authority (creating or editing coaching sessions, notes, and action items) on its own. Assigning a profile shows a preview of what the member will see before you confirm, and editing a profile's grants shows how many current holders are affected.

Access Comparison

Feature	Leader seat	Executive profile	Rep profile	No profile (own-book floor)
Dashboard	Full	Read-only Command Center	Personal	Own records, read-only
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	✅ Whole workspace	❌	❌
Analytics	Manager surfaces	Rep Benchmarking	❌	❌
CRM Integration	✅	❌	❌	❌
Calendar Integration	✅	❌	❌	❌
Billing Management	Owner only	❌	❌	❌

Sales Coach is included with the Leader 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 profile.

Switching Access

Changing a member's access:

Impact on Data:

All historical data retained
Access level changes immediately
Reversible at any time from Settings → Team (unlike the old irreversible seat-type change)

Removing the Leader seat:

Loses coaching tools (Sales Coach, Meeting Prep, action-item creation)
Falls to whatever profile (or the own-book floor) is still assigned
Frees up the Leader seat's billed slot

Granting the Leader seat:

Gains full coaching access
Requires an available seat under the purchased ceiling (may need to purchase one)
Sees the full team data their profile's scope allows

Seat Limits by Plan

The workspace, not the individual seat, is the paid unit:

Workspace base ($150/month): includes one Leader seat.
Additional Leader seat ($100/month): per team lead beyond the first — self-serve, no custom "Team plan" required.
Unlimited Rep profiles (free, scoped to each rep's own data).
Unlimited Executive profiles (free, read-only).

Annual billing is 20% off either price.

Need Help?

Questions about seats and profiles? Contact support@smvue.com or use in-app chat.

Seat Types