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Documentation Index

Fetch the complete documentation index at: https://developers.nlpearl.ai/llms.txt

Use this file to discover all available pages before exploring further.

Use Users & Workspaces settings to control who can access your workspace, what each person is allowed to manage, and which workspace you are currently working in.

Users

Invite team members and assign them the right access level.

Roles

Create reusable permission sets for different responsibilities.

Workspaces

Switch between workspaces or create a new one.

Access control

Limit access to Pearls, billing, phone numbers, API keys, users, and audit logs.

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Managing Users

The Users page lets workspace owners and admins invite new members, review existing users, and update their access level.
1

Open Users

Go to Workspace > Users.
2

Invite a user

Click Invite User, enter one or more email addresses, then choose the role to assign.
3

Review access

Confirm that each user has the correct role, such as Owner, Admin, or a custom role created for your team.
Give users the minimum access they need for their work. You can always update their role later as responsibilities change.

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Managing Roles

Roles define what users are allowed to do in a workspace. You can use roles to separate responsibilities between admins, operators, support teams, billing teams, and other internal workflows. To manage roles, go to Workspace > Users, then open the Roles tab.
1

Create a role

Click Create Role and enter a clear role name.
2

Select permissions

Choose which actions the role should allow.
3

Save the role

Click Save Role to make the role available when inviting or updating users.
Common permissions include:
  • Creating and editing Pearls, including access to PearlVibe.
  • Moderating activity status.
  • Viewing analytics.
  • Viewing and moderating leads.
  • Viewing calls and post-call information.
  • Managing phone numbers, agents, API keys, and users.
  • Managing advanced settings, including security and sessions.
  • Viewing the audit log.
  • Managing account billing.
Create role names that match real responsibilities, such as Support, Operations, Billing, or Admin.

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Switching Workspaces

If your account belongs to multiple workspaces, use the workspace switcher to move between them. The selected workspace controls which Pearls, activities, settings, billing, users, and logs you are viewing.
1

Open the workspace menu

Click the workspace name in the platform sidebar.
2

Choose a workspace

Select the workspace you want to manage from the list.

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Creating a New Workspace

You can create a separate workspace when you need to isolate teams, customers, projects, or billing.
1

Open the workspace menu

Click the current workspace name in the sidebar.
2

Create the workspace

Click Create New Workspace, enter a workspace name, then click Create.
A new workspace has its own subscription and is billed separately.

Account Security Settings

Configure session timeout, audit logs, 2FA, and enterprise SSO.

Billing

Manage subscriptions, payment methods, invoices, and auto-recharge.