How it works
Team settings has three tabs. Users is where you invite and manage your internal team. Roles is where you define what each role can do, built from permission categories grouped into areas like General, Portal, Commissions, Track, Engage, and Settings. Partner team roles is where you define the roles people hold on a specific partner and keep partner ownership clear. A role can grant everything (admin), a custom set of permissions, or be limited so a user only sees the partners they are assigned. Internal users count against your plan’s seat allowance, with CRM-only users handled separately.Prerequisites
- Team write access to manage users and roles.
- A seat allowance on your plan for internal users.
Settings & configuration
Team management lives at Team.Users
The Users tab lists your team with their name, email, status, role, and invite date. Use Invite team member to add someone by email and assign a role. The status filter separates Active, Pending, Requested, and Deactivated users. From a user’s row you can change their role, resend an invitation, or deactivate them.Roles
The Roles tab is where you create and edit roles. When creating a role you choose an access type: Admin grants all permissions on all partners, Custom lets you configure individual permissions, and Partner manager limits the user to managing only their assigned partners. Permissions are toggled per category, grouped into General, Portal, Commissions, Track, Engage, and Settings, so you grant exactly the areas a role should reach. The role editor also lets you set notifications and assign users.Partner team roles
The Partner team roles tab defines the roles people hold on a partner. Create a role with a name, then assign members to it on a partner. Roles can be mapped to a CRM property so partner ownership stays reflected in your CRM. Members are added from a partner’s Team card or the role’s detail panel, and some roles allow only a single member.Setup walkthrough
Open Team
Go to Team.
Create your roles
On the Roles tab, create the roles your team needs from the permission categories.
How-to guides
Access multiple organisations
Use one Introw login to create, join, and switch between multiple independent organisations, with data kept strictly siloed.
Create an internal role
Build a reusable role from permission categories, choose an access type, optionally scope it to a user’s assigned partners, then set notifications and assign users.
Invite a team member
Add a colleague to your team in the right role, understand paying vs CRM-only seats, and manage their status from invited through active.
Set up partner team roles
Define the roles people hold on a partner, sync them to your CRM as a single owner or a multi-member field, and assign people one at a time or in bulk.
Limits & gotchas
Troubleshooting
- An invited user cannot do something - check the permission categories enabled on their role.
- A user sees partners that are not theirs - confirm their role uses the Partner manager access type and partners are assigned.
- A partner team role will not add a second person - it may be a single-member role; replace or use a different role.