Team Management

As a program grows, so does the list of people who touch it. Team management lets you grant precise access to your internal team and define who manages each partner, all from clear permission categories you control without engineering.

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The problem it solves

Loose access is a liability, and rigid access is a bottleneck:

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Impact

Every partner can name the vendor rep who actually knows their account, and the one who does not. Explicit ownership is how you stay the first kind.

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See it work

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How it works

Team management is where you invite your internal team and assign each person a role. Roles are built from readable permission categories, partners, commissions, courses, integrations, SSO, and more, so you grant exactly what a person needs. You can give a user full admin access, a custom permission set, or limit them to only the partners they are assigned. On the partner side, you define partner team roles and assign the people responsible for each partner. That keeps ownership clear, and because roles can map to your CRM, the right relationships stay reflected in the system of record. Create roles once from the permission categories, invite your team into them, and assign partner team roles to keep ownership clear. Access stays tight and current, and your team manages all of it without waiting on engineering.

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Run it from your AI assistant

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Going deeper

Works with