LIVE
Team · 7 of 30 seats

The people behind the deals.

Invite teammates, assign roles, and review who has access to what.

NameRoleLast activeStatus
ALAlex Lopez
Owner2 min agoActive
MCMaya Chen
Manager14 min agoActive
SPSam Patel
Manager1 hr agoActive
JRJordan Reed
Rep3 hr agoActive
PSPriya Singh
RepYesterdayActive
WZWei Zhang
Rep2 days agoActive
DRDiego Ramos
RepInvitation pending
CPCasey Park
Admin3 weeks agoSuspended
Role matrix

What each role can do. Owner is the only role with billing and SAML access; Admin handles day-to-day governance.

ScopeOwnerAdminManagerRep
account:read
account:writeSENSITIVE
users:read
users:writeSENSITIVE
leads:read
leads:write
contracts:write
contracts:signSENSITIVE
pricebooks:writeSENSITIVE
audit_log:readSENSITIVE