Scale

Roles, seats and approvals for your whole team

Owner, admin, coach, team and client roles, seat licensing, publish approvals and an access-audit log, so people see only what they should.

LiveScale
  • Roles for owner, admin, coach, team and client.
  • Seat licensing, managed in-product.
  • Require approval before a teammate publishes.
The problem

What usually gets in the way.

1

Everyone sees everything

New teammates inherit the whole workspace, and you find out what that costs after something changes.

2

A new coach, dropped in cold

Onboarding a new coach means guessing what they should touch and what they should leave alone.

3

Nobody can audit it

When something changes, you cannot see who accessed what, so trust rests on memory.

How it works

From start to done.

  1. 1

    Set roles

    Give people owner, admin, coach, team or client roles, so they see only what they should.

  2. 2

    License seats

    License your team by seat and manage packs as the team changes.

  3. 3

    Turn on approvals

    Require approval before a teammate publishes anything under your brand.

  4. 4

    Review the access log

    Keep a log of who accessed what, so accountability does not depend on memory.

  5. 5

    Harden sign-in

    Teammates sign in with a one-time SMS code or a magic link.

What is inside

Capabilities on this page.

Each capability carries the status it has today — nothing here is rounded up.

LiveRoles & access controlRef TIM-01
LiveSeat licensingRef TIM-03
LivePublish approvalsRef TIM-04
LiveAccess-audit logRef TIM-05
LiveSupport with masked figuresRef TIM-06
Live2FA & magic-link loginRef TIM-07
Connects to

Where this fits in the journey.

Questions

Asked about this feature.

Owner, admin, coach, team and client roles: people see only what they should, and an access-audit log records who accessed what.

Next step

See the CRM built for coaching businesses.

Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.