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.
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.
Team Members
From the My Team workspace:
Click Edit for each team member to change seats and roles, click the trash can to delete team member
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 and to assign seats and roles within the invite pop-up modal
✍️ Note
Only Crossbeam Admin have access to edit roles and invite team members.
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 in Crossbeam, 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 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 Settings, click Roles & Groups to assign different permissions to specific groups of members of your team. Click Edit, open the pop-up modal and adjust as needed.
You can also remove the role by clicking Delete Role within the modal.
Click Save Changes when done.
Definitions
❗️Important
To create custom roles, 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!