User Roles and Permissions

Rules and groups make it easy to assign different roles to specific members of your team.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

From the left-side Navigation Menu, click on the Settings icon. This will open the side panel for Settings. Select Team from the panel options, and your workspace will display the My Team area.

Team Members

On the Team Members section, each User will be listed by:

  • Name

  • Core Role

  • Sales Edge Role

  • Login Method

From the My Team workspace:

  • Click the dropdown options for each team member and make changes to the assigned role

  • At the end of each user row is the option to Delete the User

  • Type a team member's name in the search bar to locate their information

  • Click the +Invite User button to add more users to your account


✍️ Note

Only Crossbeam Admin have access to edit team member Core roles and invite new team members.


Seat Usage Summary

In the Access Summary section, you will see an overview of the number of user seats in Crossbeam Core and in Sales Edge. The bold numbers inform you of the amount of seats currently assigned to team members. The second number is the total amount of seats owned by the account.

  • Crossbeam Core: the first bold number is the number of assigned seats out of the total available seats

    • Under Seat Usage is the number of users with access to Core and Sales Edge

    • On the Connector Plan, click the Add Seats button to make an in-app purchase for more seats

  • Sales Edge: The bold number is the number of assigned seats in Sales Edge, which will match the number of assigned Core Users

    • Under Seat Usage is the break-down of how the seats have been assigned and will vary depending on the assigned role for each team member

❗️Important

The Explorer Plan is limited to three free seats in Crossbeam Core and unlimited Reply Only seats in Sales Edge.

The amount of seats varies depending on your Crossbeam Plan and can only be purchased by the Crossbeam account Admin.

To add more User seats in Crossbeam Core and Sales Edge, visit the Plan & Billing page.


User Roles and Permissions

Every User has an assigned role, which defines the level of access in Crossbeam Core and Sales Edge.

You will select a Crossbeam Core Role when defining a User's role during the invite process. Edits to user roles can be completed by visiting Settings and selecting Team from the side panel.

Crossbeam Core Role Options:

  • Admin: Admins have the highest level of access in Crossbeam Core, can manage user roles in Crossbeam Core and Sales Edge

  • Partner Manager: manage partnership related features (data sharing, reports, threads)

  • View Only: All features are view only

Sales Edge(SE) Role Options:

  • Partner Manager: configures SE, manages other user's access to SE

  • SE Co-Seller: full access to SE, can make partner requests, can use Chrome extension, full access to Salesforce Widget, gets alerts, access to lists, access to Deal Navigator, reply to conversations, complete conversations and mark Attribution

    • does not have Crossbeam Core Access

  • SE Viewer: get alerts, can use Chrome Extension, full access to Salesforce Widget, access to Deal Navigator, reply to conversations, complete conversations and mark Attribution

    • does not have Crossbeam Core Access

    • can not make partner requests

    • no access to lists

  • Reply Only: can respond to messages in SE

    • Can have Crossbeam Core access OR can not have Crossbeam Core access


Click on the chart below to open in a new window for a detailed look at roles and permissions.

screenshot of chart with roles and permissions

Manage Roles and Groups

❗️Important

To create custom roles and permissions, you must be on the Supernode plan. To upgrade your account, visit the Plan & Billing page.


From the side panel, select the Roles & Groups option to explore assigning rules and permissions to groups of team members with the same assigned role.

In this workspace, members are grouped based on their assigned roles. You can also click the Add Role button to create a new roles group.

screenshot in Crossbeam of Roles and groups area

Click the Edit button within the role group and a modal will open.

This workspace allows Crossbeam Admin more control over the permissions assigned to each role. Click the dropdown option to edit permissions for all the team members with the assigned role. Within the Modal, you can also remove the role by clicking Delete Role.

Click Save Changes or Create Role when done.


🎓 Sign in to Crossbeam Academy to further explore Roles and Permissions!


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