Summary and recommendation
SalesLoft 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.
SalesLoft user management lives under Settings > User Management (https://app.salesloft.com/app/settings/users) and is accessible only to Admins.
The platform uses a coarse two-role model - Admin and User - with no documented custom roles or per-feature permission toggles.
Admins have full platform access including billing, team cadences, and all user data;
standard Users are scoped to their own workspace and cannot touch team-wide configuration.
Quick facts
| Admin console path | Settings > User Management |
| Admin console URL | Official docs |
| SCIM available | Yes |
| SCIM tier required | Enterprise |
| SSO prerequisite | Yes |
User types and roles
| Role | Permissions | Cannot do | Plan required | Seat cost | Watch out for |
|---|---|---|---|---|---|
| Admin | Full access to all Settings including user management, team configuration, integrations, billing, and all team data. Can create/edit/deactivate users, assign roles, manage team cadences, and view all activity. | Same price as standard user seats; no separate admin-only SKU documented. | Admin seats consume a paid license at the same rate as regular user seats. | ||
| User | Access to personal cadences, dialer, email, and CRM sync within their own account. Can view team content if sharing permissions allow. | Cannot access Settings > User Management, billing, or team-wide configuration. | Approximately $1,000–$2,160/user/year depending on plan tier; custom pricing applies. | Minimum 3 seats required at purchase. |
Permission model
- Model type: role-based
- Description: SalesLoft uses a role-based model with two primary built-in roles: Admin and User. Admins configure the platform and manage all users; Users operate within their assigned workspace. Granular permission customization beyond these two roles is not documented in current official help content.
- Custom roles: No
- Custom roles plan: Not documented
- Granularity: Coarse - two primary roles (Admin, User); no documented per-feature permission toggles for individual users outside of role assignment.
How to add users
- Log in as an Admin and navigate to Settings > User Management.
- Click 'Add User' (or 'Invite User').
- Enter the new user's first name, last name, and work email address.
- Select the user's role (Admin or User).
- Assign the user to a team if applicable.
- Click 'Send Invite'. The user receives an email invitation to set their password and activate their account.
Required fields: First name, Last name, Work email address, Role (Admin or User)
Watch out for:
- Each added user consumes a paid seat; confirm available seat count before inviting.
- Invited users must accept the email invitation to activate their account; pending invitations still count against seat limits in some configurations.
- If SSO is enforced, users authenticate via the IdP and may not set a SalesLoft password directly.
- Admin seats are billed at the same rate as standard user seats.
| Bulk option | Availability | Notes |
|---|---|---|
| CSV import | Unknown | Not documented |
| Domain whitelisting | No | Automatic domain-based user add |
| IdP provisioning | Yes | Enterprise |
How to remove or deactivate users
- Can delete users: No
- Delete/deactivate behavior: SalesLoft's official help documentation describes deactivating users rather than permanently deleting them. Deactivated users lose login access but their historical data, cadence activity, and records are retained in the system. No official documentation of a permanent delete action for user accounts was found.
- Log in as an Admin and navigate to Settings > User Management.
- Locate the user to be deactivated using search or the user list.
- Click the user's name or the action menu next to their record.
- Select 'Deactivate User' (or equivalent option).
- Confirm the deactivation when prompted.
| Data impact | Behavior |
|---|---|
| Owned records | Cadences, emails, calls, and activity history created by the deactivated user are retained and remain visible to Admins and in reporting. |
| Shared content | Team cadences and shared templates created by the deactivated user remain accessible to the team. |
| Integrations | CRM sync tasks associated with the deactivated user may stop processing; Admins should reassign or review active CRM sync rules tied to that user. |
| License freed | Deactivating a user frees the seat for reassignment; the license count available to the team increases by one upon deactivation. |
Watch out for:
- Deactivation is not the same as deletion; historical data is preserved and may be visible in reports.
- If SCIM provisioning is active, deprovisioning the user in the IdP will automatically deactivate them in SalesLoft.
- Admins should reassign open cadence steps or active prospects owned by the departing user before deactivating to avoid dropped outreach.
License and seat management
| Seat type | Includes | Cost |
|---|---|---|
| Standard User Seat | Access to cadences, email, dialer (if dialer add-on purchased), CRM sync, and analytics within the user's workspace. | Approximately $1,000–$2,160/user/year; custom pricing based on plan tier and negotiation. |
| Dialer Add-on | Outbound calling via SalesLoft Dialer; required in addition to base seat for calling functionality. | Approximately $200/user/year. |
| Unlimited Calling Add-on | Unlimited outbound calling minutes for up to 25 users. | Approximately $7,500/year for 25 users. |
- Where to check usage: Settings > User Management (shows active vs. deactivated users and seat consumption); billing details available under Settings > Billing or via account representative.
- How to identify unused seats: Admins can review the User Management list for users with no recent login activity or low cadence activity. SalesLoft does not document an automated 'unused seat' report in current help content; usage must be assessed manually via activity reports.
- Billing notes: Minimum 3 seats required. Admin seats are billed at the same rate as standard user seats. 35–45% discounts have been reported as negotiable. The Advanced plan does not include revenue forecasting; that feature requires the Premier plan. Pricing is custom and contract-based; no self-serve upgrade path is documented.
The cost of manual management
Every app in a sales stack carries an admin tax, and SalesLoft makes it explicit: Admin seats are billed at the same rate as standard User seats, so every person you grant elevated access to consumes a full paid license.
Seat minimums start at 3, and pending invitations may count against your seat limit before a user has even logged in. There is no automated unused-seat report; identifying idle accounts requires manually cross-referencing the User Management list against activity reports.
What IT admins are saying
Community evidence is not specific enough to quote or summarize yet for this app.
The decision
Manual provisioning is viable for small, stable teams but becomes a liability at scale. Every app your sales team uses compounds the overhead of manual joiner/mover/leaver workflows, and SalesLoft's lack of granular roles means access decisions are binary.
If your organization is on the Enterprise plan with SSO already configured, enabling SCIM through Okta or Entra ID eliminates the repetitive invite-and-deactivate cycle. Teams not on Enterprise should budget time for manual seat audits each quarter, particularly given that admin seats carry the same cost as standard seats.
Bottom line
SalesLoft's user management is straightforward but deliberately limited: two roles, manual reassignment on offboarding, and automated provisioning locked to Enterprise. For teams already invested in an IdP and on the Enterprise tier, SCIM removes the day-to-day provisioning burden.
For everyone else, the manual process is manageable but requires discipline around seat audits and offboarding checklists to avoid paying for idle licenses or leaving orphaned cadences behind.
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