Account
Account Management
Manage your SMVue account, team, and subscription.
This section covers account setup, team management, settings, and billing for your SMVue organization.
Account Topics
Team Management
Set up your sales team, assign managers, import from CRM, and manage team members. Read more →
Settings
Configure your account, organization profile, integrations, and preferences. Read more →
Billing & Subscriptions
Manage your subscription, payment methods, and seat assignments. Read more →
Quick Links
Team Setup
Organization Settings
Subscription Management
Roles & Permissions
Owner
- Full access to everything
- Manage billing and subscription
- Assign seat types
- Transfer ownership
- Delete organization
Admin
- Manage team members
- Configure integrations
- Edit organization settings
- Billing, ownership transfer, and organization deletion stay with the Owner
Manager
- View own team
- Coach team members
- Full access to coaching tools (paid seat)
- Cannot manage organization settings
Member (Executive Seat)
- Read-only analytics across managers
- No coaching tools
- No admin access
- Free, read-only, unlimited
Member (Rep Seat)
- View own data only
- Mark action items complete
- Read-only access
- Free, read-only, unlimited
Getting Help
Need help with account management? Contact support@smvue.com or use in-app chat.