In this article:
Seat Summary
From the left-side Navigation Menu, click on the Settings icon. Select Team from the side panel, and your workspace will display the My Team workspace.
Under the Seat Summary, you will see an overview of user seats.
Full Access Seat: the first bold number is the number of assigned seats out of the total available Full Access seats
Sales Seat: The bold number is the number of assigned seats in Crossbeam for Sales
To add more seats, visit the Plan & Billing.
Plan-Specific Seat Details
Explorer Plan Seats
The Explorer Plan is limited to three free Full Access seats and will not have access to Crossbeam for Sales.
As of April 23, 2024 (4/23/24) Reply Only seats will no longer have Crossbeam access.
If prior to April 23, 2024 (4/23/24) if you had Core seats (now Full Access seats) AND Reply Only seats, Crossbeam access will only be available via the Core seats (now Full Access seats).
To access Crossbeam for Sales, upgrade to the Connector Plan or Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Connector Plan and Supernode Plan Seats
Connector Plan has no seat minimums, add more users as needed
Supernode Plan has a minimum of 10 seats, add more users as needed
If prior to April 23, 2024 (4/23/24) you had a Core seat (now Full Access seats) and a Reply Only seat, you will still be able to access Crossbeam for Sales (formally Sales Edge) via the Limited role with the Core seat (now Full Access seat). But if users only had access to Sales Edge (now Crossbeam for Sales) via a Reply Only seat, they will no longer have access.
For more details on seats in your plan, visit the Plan & Billing page.
✍️ Note
To access Crossbeam for Sales, you must be on the Connector Plan or Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Manage Team Members
To manage team members, click on the Settings icon, and select Team from the side panel to open the My Team workspace:
Search and Invite Users
Type a team member's name in the search bar to locate their information
Click the +Invite User button to add more team members to your account and to assign seats and roles within the invite pop-up modal
Click Send Invites when done.
2. Edit Team Members
Click Edit next to each member to change seats and roles in the pop-up modal
Click the Trash Can to delete a team member
Click Save Changes when done.
✍️ Note
Only Crossbeam Admin have access to edit roles and invite team members.
Admin can find seat requests submitted via HubSpot and Salesforce by clicking on the Setting icon in Crossbeam core, select the Seat Requests from the side panel, where pending requests will be displayed.
User Roles
To locate user roles, go to Settings and click Team from the side panel.
Full Access seat Roles
Admin: Admins have the highest level of access. Can manage user roles in Crossbeam Core and Crossbeam for Sales
Standard user: manage partnership related features (data sharing, reports, shared lists, and attributing partners. Data Sources, Integrations, and users are view-only.)
Limited user: All features are view only
Sales Seat 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
Permissions
✍️ Note
Only a Crossbeam Admin can assign permissions to roles.
From the Settings icon, click Roles & Groups from the side panel. Click Edit next to a role to open the pop-up modal to adjust the permissions.
Set Permissions
For each permission (see chart below), you can assign different levels of access as needed for the role. In the pop-up modal, use the drop-down menu next to each permission to set the appropriate access level: Manage, View Only, No Access.
List of Permissions
Permission Name | Permission Access Options |
Activity Timeline | Manage: Read and post to the Activity Timeline View Only: Read Activity Timeline No Access: will not see Activity Timeline Note: To use the Gong integration, the authorizing person must have this permission set to Manage for the connection to work and for Gong activities to appear on the timeline |
Applications | Manage: View and manage applications View Only:View applications No Access: will not have access to applications Note: Ability to alter OAuth Applications |
Attribution | Manage: Create, edit, and delete attribution to a partner View Only: View attribution No Access: Will not see attribution |
Audit Log | View Only: View Audit Log No Access: will not be able to access audit log |
Billing | Manage: View and manage billing No Access: will not be able to access billing |
Data Sources | Manage: Connect data sources, upload files, and manage connections View Only: View data sources |
Integrations | Manage: Connect and manage integrations View Only: View integrations |
Offline Partners | Manage: Create and upload data for offline Partnerships View Only: Can view offline partnerships |
Organization | Manage: Manage organizational settings View Only: View organizational settings |
Partner Invites | Manage: Send, receive, and accept partner invitations View Only: Can view partnerships Note: To create or edit Partner Tags, Partnerships permission must be set to Manage |
Populations | Manage: Create, edit, and delete populations View Only: Can view populations, their definitions, and their members |
Reports | Manage: Create, edit, export, and delete reports View Only: Can view reports, their definitions, and their results, cannot export reports |
SSO | Manage: Manage SSO No Access: no access to SSO |
Sharing | Manage: Manage data sharing defaults and settings View Only: View data sharing defaults and settings |
Additionally, you can also remove the role group by clicking Delete Role within the modal.
Click Save Changes when done.
❗️Important
To create custom roles and groups, you must be on the Supernode plan. To upgrade your account, visit the Plan & Billing page.
Only a Crossbeam Admin can assign permissions to roles.
🎓 Sign in to Crossbeam Academy to further explore Roles and Permissions!