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G2 User Management Guide

Manual workflow

How to add, remove, and manage users with operational caveats that matter in production.

UpdatedMar 11, 2026

Summary and recommendation

G2 user management can be run manually, but complexity usually increases with role models, licensing gates, and offboarding dependencies. This guide gives the exact mechanics and where automation has the biggest impact.

G2's seller portal manages users through a role-based model with two primary tiers: Admin and User/Team Member. Admins control profile settings, review management, analytics, and integrations - including the ability to invite and remove other users. Granular or custom role creation is not publicly documented, so access control is coarse by design.

The Professional plan caps total admin users at 10, which is the most operationally significant constraint for growing teams. Because there is no automated provisioning path, every app in your stack that touches G2 seller access must be reconciled manually when roles or team members change.

Exceeding the 10-admin limit requires an Enterprise upgrade at custom pricing.

Quick facts

Admin console pathmy.g2.com → Settings → User Management
Admin console URLOfficial docs
SCIM availableNo
SCIM tier requiredEnterprise
SSO prerequisiteNo

User types and roles

Role Permissions Cannot do Plan required Seat cost Watch out for
Admin Full access to G2 seller profile settings, review management, analytics, integrations, and user management. Can invite and remove other users. Cannot exceed the admin seat limit imposed by plan tier without upgrading. Professional (up to 10 total admin users); Enterprise (unlimited admins) Included within plan; additional seats may require plan upgrade Professional plan caps total admin users at 10. Exceeding this requires an Enterprise upgrade.
User / Team Member Access to G2 profile analytics, review data, and reporting dashboards as configured by Admin. Cannot manage billing, change plan settings, or invite/remove other users unless granted Admin role. Professional or Enterprise Exact permission granularity per non-admin role is not publicly documented outside the authenticated portal.

Permission model

  • Model type: role-based
  • Description: G2's seller portal uses a role-based model with at minimum an Admin role and standard user/team member roles. Granular custom role creation is not publicly documented.
  • Custom roles: No
  • Custom roles plan: Not documented
  • Granularity: Coarse; role assignments control broad access areas (profile management, analytics, integrations). Field-level or object-level permissions are not publicly documented.

How to add users

  1. Log in to my.g2.com with an Admin account.
  2. Navigate to Settings → User Management.
  3. Click 'Invite User' or equivalent button.
  4. Enter the invitee's email address and assign a role.
  5. Send the invitation; invitee receives an email to accept and set up access.

Required fields: Email address, Role assignment

Watch out for:

  • Professional plan limits total admin users to 10; inviting beyond this limit requires an Enterprise plan.
  • Invitations may expire if not accepted within a set window (exact duration not publicly documented).
  • SSO must be configured separately; invited users on SSO-enabled accounts may need IdP-side provisioning.
Bulk option Availability Notes
CSV import No Not documented
Domain whitelisting No Automatic domain-based user add
IdP provisioning Yes Enterprise (SSO/SCIM not publicly documented below Enterprise tier)

How to remove or deactivate users

  • Can delete users: Unknown
  • Delete/deactivate behavior: G2's public documentation does not clearly distinguish between deactivating and permanently deleting a user from the seller portal. The available action appears to be removing/revoking access rather than a hard delete. Exact data retention behavior post-removal is not publicly documented.
  1. Log in to my.g2.com with an Admin account.
  2. Navigate to Settings → User Management.
  3. Locate the user to be removed.
  4. Select the option to remove or revoke access for that user.
  5. Confirm the action.
Data impact Behavior
Owned records Not publicly documented. Reviews, analytics data, and profile content created or managed by the removed user are expected to remain on the profile.
Shared content Not publicly documented.
Integrations Not publicly documented. CRM and intent data integrations configured by the removed user may need to be reassigned or reconfigured.
License freed Removing a user is expected to free up an admin seat against the plan's user limit, but this is not explicitly confirmed in public documentation.

Watch out for:

  • No public documentation confirms whether removed users can be re-invited without data loss.
  • Integration credentials or API tokens set up by a removed user may break if tied to that user's account.
  • SCIM-based deprovisioning behavior is not publicly documented for G2.

License and seat management

Seat type Includes Cost
Admin Seat (Professional) Up to 10 total admin users on the seller profile Included in Professional plan (~$15,000/year list price)
Admin Seat (Enterprise) Unlimited admin users across profiles Custom pricing
  • Where to check usage: my.g2.com → Settings → User Management (shows current users and seat consumption)
  • How to identify unused seats: No publicly documented automated tool for identifying inactive users. Admins must manually review the user list and last-login data if available.
  • Billing notes: G2 is an annual contract product. Seat limits are enforced at the plan tier level rather than per-seat billing. Q4 negotiations have historically yielded 43–49% discounts. Add-ons (Buyer Intent, G2 Demand, Review Growth) significantly increase total contract value and are priced separately.

The cost of manual management

Because G2 does not expose user provisioning through its public API, every app in your stack that relies on G2 seller access must be managed manually through the admin UI at my.g2.com → Settings → User Management.

There is no automated way to sync identity changes from your IdP to G2 outside of an Enterprise SSO configuration - and even then, SCIM auto-provisioning is unconfirmed in public documentation.

When a team member is removed, integration credentials or API tokens tied to that user's account may silently break. No public documentation confirms whether removed users can be re-invited without data loss, which adds operational risk to every offboarding action.

What IT admins are saying

The 10-admin cap on the Professional plan is the most frequently cited friction point among mid-size teams that need broader internal access without committing to Enterprise pricing.

Procurement teams also flag the opacity around what Enterprise actually unlocks - unlimited admins and potential SCIM support are not publicly documented, requiring direct sales engagement to confirm.

SSO and SCIM configuration details are absent from public-facing documentation, which makes pre-purchase evaluation difficult. Users also report uncertainty about what happens to data and connected integrations when a team member is removed from the portal.

Common complaints:

  • Admin seat cap of 10 on Professional plan is frequently cited as a friction point for mid-size teams that need broader internal access without upgrading to Enterprise.
  • Lack of transparent public documentation on user roles and permissions makes pre-purchase evaluation difficult.
  • SSO and SCIM configuration details are not publicly documented, requiring direct engagement with G2 sales or support to understand provisioning options.
  • Users report difficulty understanding what happens to data and integrations when a team member is removed from the portal.
  • Pricing opacity around Enterprise user management features (unlimited admins, SCIM) is a common complaint in procurement discussions.

The decision

If your team has fewer than 10 people who need admin access to the G2 seller profile, the Professional plan is operationally sufficient for manual user management. Keep in mind that every app connected to G2 through a team member's credentials becomes a manual cleanup task the moment that person leaves or changes roles.

If you need broader internal access, SSO, or any form of automated provisioning, you are looking at an Enterprise contract at custom pricing.

Q4 negotiations have historically yielded 43–49% discounts on G2 contracts, which is worth factoring into timing. Add-ons - Buyer Intent, G2 Demand, Review Growth - are priced separately and can significantly increase total contract value beyond the base list price of ~$15,000/year.

Bottom line

G2's seller portal is a manually managed environment with a coarse role model, a hard admin seat cap on Professional, and no publicly confirmed path to automated provisioning short of an Enterprise SSO arrangement.

Every offboarding action carries integration risk because API tokens and credentials are tied to individual user accounts with no documented cleanup behavior.

Teams that need more than 10 admins, want SSO, or expect SCIM support must engage G2 sales directly - none of those capabilities are self-serve or publicly documented at the time of writing.

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UpdatedMar 11, 2026

* Details sourced from official product documentation and admin references.

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