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 →

Executive Seat

Who: VPs, CROs, executives who need team oversight Access: Read-only analytics and reports, no coaching tools Paid: No (free, read-only, unlimited) Read more →

Rep Seat

Who: Sales reps being coached Access: Personal dashboard, own data only Paid: No (free, read-only, 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

Billing Impact:

Only Manager seats are billed (the manager seat is the one paid seat)
Rep seats and Executive seats are always free, read-only, and unlimited

Seat Type Comparison

Feature	Manager	Executive	Rep
Dashboard	Full	Analytics only	Personal
Sales Coach	Included	Add-on (Sales Coach for Execs)	Add-on (Sales Coach for Reps)
Meeting Prep	✅	❌	❌
Notebooks	✅ Create/edit	✅ Read-only	✅ Read-only (own)
Action Items	✅ Create/assign	❌	✅ Mark complete
Team View	✅ Own team	✅ All teams	❌
Executive Analytics	❌	✅	❌
CRM Integration	✅	✅	❌
Calendar Integration	✅	✅	❌
Billing Management	Owner only	❌	❌

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.