In this article:
Invite Team Members
✍️ Note
You must be an Admin in Crossbeam to invite team members to your company's Crossbeam account.
When inviting users from the team page with SSO enabled, the invitations will be sent directly to the team member.
Please note that invite reminders will be sent as follows:
3 days after the initial invite
4 days after the first reminder
Weekly for one month
Then monthly, for a total duration of 6 months
To invite Team Members to Crossbeam:
Click the Settings gear in the bottom left to open Crossbeam Settings, then click Team
Click the +Invite User button
In the pop-up modal, select your Seat Type for the team member(s)--either a Full Access Seat (access to all Crossbeam products) or a Sales Seat (access to Crossbeam for Sales only)-- and enter the email address(es).
Next, select a Team Member role.
Definitions of Roles
Full Access Roles:
Admin: Admins have the highest level of access. Can manage user roles in Crossbeam Core and Crossbeam for Sales
Partner Manager: manage partnership related features (data sharing, reports, shared lists, and attributing partners. Data Sources, Integrations, and users are view-only.)
View Only: All features are view only
Sales Roles:
Manager: configures Crossbeam for Sales, manages other user's access to Crossbeam for Sales
Standard: full access to Crossbeam for Sales features, make partner requests, use Chrome extension, full access to Crossbeam Copilot, gets alerts, access to lists, access to Deal Navigator, reply to conversations, complete conversations and mark Attribution, does not have Crossbeam Core Access
Limited: full access to Crossbeam for Sales features listed for the Standard role (including access to Crossbeam Copilot), but can not make partner requests or access list, does not have Crossbeam Core Access
After completing the invite process, click Send Invites. Users will receive an email from Crossbeam inviting them to create a Crossbeam account.
Roles can be adjusted at anytime on the My Team workspace.
✍️ Note
Click here for more details about User Seats and Roles in Crossbeam.
😎 Pro Tip
Is your org using SSO to Log in to Crossbeam? Check out this article here to make sure you understand all the ins and outs of SSO in Crossbeam.
Remove Team Members
To removed Team Members, return to the Team Page, click the trash can icon in the team member's row, and then confirm by clicking the Delete button in the pop-up. You can also cancel the deletion in the pop-up.
Mobile-Friendly Team Invitations
Log in to Crossbeam (app.crossbeam.com) from your mobile device. From the Home page, scroll past the QR code for inviting partners and click Invite.
Enter your team member(s) email address(es) and select a user role to assign them to, then click Invite. They'll receive an email from Crossbeam inviting them to create their Crossbeam account.
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