Pods and managers

As your team grows past a handful of reps, you probably do not want to be the only person watching practice activity. Pods let you group reps, and pod managers get a scoped view of their own people.

Create a pod

A pod is just a label — name it whatever fits your team: "SDRs", "AEs", "EMEA", "Team North". To put a rep in a pod:

1. Open Members.
2. On the rep's row, type the pod name into the Pod field (up to 60 characters).
3. Click Set.

Use the exact same spelling for everyone in the pod — the label is what groups them. To remove someone from a pod, clear the field and click Set again.

Promote a pod manager

On the same row, click Make manager. Combined with a pod label, that gives them a manager's view of their pod. You can reverse it anytime with Demote to rep.

What managers can see and do

Managers get the team dashboard, scoped to their pod:

• Practice activity, scores, and trends for the reps in their pod.
• Recent calls and each rep's coaching reports — scores, strengths, gaps, and per-turn feedback. Like owners, they never see transcripts or audio.

Managers do not get the management tabs. Assignments, Scenarios, Members, Billing, and Settings stay owner-only, and so does the CSV export. There is exactly one owner per team — the person who created it.

When pods are worth it

• Regional teams — give each region's lead visibility into their own reps without exposing everyone else's numbers.
• Function splits — keep SDR and AE practice separate so each lead coaches against the right bar.
• Team leads — let a senior rep track their pod's reports and run coaching conversations, while billing and roster changes stay with you.

For the full permissions picture, see Roles and permissions.