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How to add a user

1

Go to the Team page

Click Team in the left nav.
2

Click Add User

Enter the new user’s name and email address.
3

Select a role

Choose between Super Admin or Member. See the role guide below.
4

Click Send Invite

WhiteWhale will automatically send the user a login email with everything they need to get set up.

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Roles

Super Admins can see all accounts across the entire platform, regardless of who they’re assigned to. They can also edit signals and manage Account Suggestions.Best for: Sales leadership, RevOps, go-to-market engineers, or anyone who needs a full view of the team’s book of business.
Members only see accounts assigned to them. They work their own list without visibility into other reps’ accounts by default.Best for: Individual AEs and SDRs working their own territory.Members can be further configured with two optional permissions:
  • Admin access — grants the member elevated permissions within the platform
  • Viewer access — lets the member view another specific user’s accounts without being assigned to them. Useful for SDR/AE pairs where the SDR needs visibility into the AE’s accounts, or for SDRs working multiple AEs at once.

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Who gets which role

RoleSuper AdminMember
Sees all team accounts✓✗
Sees only assigned accounts—✓
Can edit signals✓✗
Can manage Account Suggestions✓✗
Can view another user’s accounts✓✓ (with viewer permission)

Removing Users

Remove a team member from WhiteWhale.

Roles & Permissions

Full breakdown of what each role can access and do.

Account Allocation

Assign accounts to team members after they’ve been added.