Skip to main content
Settings is where you configure Tempo for everyone in your workspace. Open it from the user menu in the web app. A back link at the top returns you to Artifacts. If you are standing up Tempo for the first time, work through Set up your organization first. This page is the reference for the settings surfaces themselves.

​
The settings navigation

​
Roles

Tempo has two organization roles. There are no other permission levels. Admins also manage Playbook, Signals, organization Skills, organization fields, organization-owned connections, Slack access, and API keys. Sellers manage their own personal fields, personal Skills, and personal connections. Within a team, a member is a member or a lead. Team membership does not change who can read or edit a deal. Over MCP, list_deals with scope: "team" narrows the list to deals owned by you or by members of teams you lead. Reading a colleague’s deal does not let you add artifacts, approve CRM updates, or link context to it. Those actions require the deal owner or an organization admin. Personal field values and proposals, chat threads, and unlinked calendar events remain private to their owners.

​
Team

The Team page at /app/settings/team has three tabs: Members, Teams, and Mappings. Slack access lives under Mappings.

​
Manage members and roles

Only organization admins can add or remove members. The Members table shows each person’s name, email, status, role, date added, and connected accounts. You can add up to 25 people at a time. If you paste more addresses than fit, Tempo drops the extra addresses. Check that every address appears in the form.
1

Open Members

Open Settings → Team → Members.
2

Open the form

Click Add people.
3

Enter email addresses

Enter an email address. To add more people, click Add row, or paste a list of addresses into any email field.
4

Enter names

Optionally, enter each person’s full name.
5

Choose roles

Select Admin or Seller for each person. The default is Seller.
6

Add the people

Click Add person. If you are adding more than one person, the button shows the count, for example Add 3 people.
Tempo enables access for each added person and attempts to send a sign-in email. They sign in with the same email address and do not need to accept an invitation. If a person was added but their sign-in email was not sent, their access remains enabled. Use Send sign-in email on the member’s row when available, or share the Tempo login link. If Tempo cannot add an address, the form keeps that row and shows why. An address that belongs to another organization, or to an Imported member, cannot be added. Check the address, then retry or contact support. People who already have sign-in access to your organization are not added or emailed again. Each row in the Members table shows a status. The status sets which row actions you see.
  • Active: The person has access and has signed in. Action: Send sign-in email.
  • Invited: The person has access but has not signed in, or has a pending invitation. Actions: Send sign-in email and Revoke access. A pending invitation shows Revoke Invitation instead.
  • Added: The person is listed but cannot sign in. Actions: Enable sign-in and Remove.
  • Imported: The person was imported with your organization’s data and has no Tempo sign-in. No actions are available.
Revoke access stops an invited person from signing in. Tempo keeps their account and data. Remove deletes a person who does not have sign-in access. You cannot revoke access for the last admin. Removing someone from a team changes only team membership.

​
Manage teams

Organization admins group members into teams.
1

Open the Teams tab

Go to Settings → Team, then click Teams.
2

Create a team

Click New Team, enter a Team name, then create the team.
3

Add members

Find the team and click Add member. Use Find a member to select active organization members.
4

Remove a member when needed

Find the member on the team card, click Remove, then confirm Remove from team.

​
Map provider identities

Use Mappings to connect people from organization-managed integrations to Tempo members. The available providers depend on what is connected and can include Gong, HubSpot, Salesforce, and Slack. Mappings have three states:
  • Linked: the provider identity is attributed to a Tempo member.
  • Suggested: Tempo found a likely email match. Click Confirm or Change.
  • Unmapped: select an existing Tempo member, choose Create Tempo user, or choose Don’t attribute.
Use Unlink or Clear to remove a choice. For HubSpot, click Re-attribute records after changing mappings to apply the current mapping to existing records.
A mapping changes attribution in Tempo. It does not change the person’s account in the provider.

​
Slack access

Under Mappings, click Slack to manage who can ask Tempo questions in Slack, which channels have a scope, and whether deal owners receive CRM update approval cards. See Slack.

​
Profile

Profile holds your own settings. One matters for CRM updates: Deal update approvals sets where Tempo sends you pending updates to approve. The options are Use workspace default, Direct message me, a specific channel, or Don’t notify me. The workspace default follows the admin’s setting under Slack access.

​
Organization

The Organization page holds workspace-wide defaults. Changes save automatically and apply across your workspace. If quarter-to-date numbers or “this week” summaries look wrong, check Fiscal Year Start and Start of Week first.

​
Connections

Connections lists every source with a Connect button, plus the MCP client cards for Claude, ChatGPT, and Other MCP Client. See the Integrations overview for what each source unlocks, and each integration page for setup and scopes.

​
When a connection degrades

A connection can lapse when a token expires or the upstream app revokes access. Tempo stops syncing from that source and shows a Reconnect banner. Click Reconnect to re-authorize.
A degraded connection means Tempo has stopped syncing from that source. Deal state and CRM proposals go quietly stale rather than visibly failing, so reconnect promptly.

​
Opportunity Contacts

Opportunity Contacts lists the contacts associated with each deal, the email-domain rules that associate incoming mail with a deal’s account, and the senders excluded from a deal. Contacts that come from your CRM are read-only here.

​
API Keys

API Keys is where an admin creates keys for the REST API. Click Create Key. The secret is shown once. The list shows each key’s name and last use (Last used on a date, or Never used). Click the delete action on a row and confirm Delete key to revoke it. Requests with a deleted key are rejected.