Add Team members
In the Team tab you can Invite new team members, activate or deactivate their accounts depending on your role permissions.
Introw User roles
Introw comes with four preconfigured roles by default. You can customize these roles by renaming them or adjusting their permissions to suit your needs. Additionally, you have the flexibility to create your own roles and assign a specific set of permissions to match your workflow.
Admin
As Admin you have full access to the platform, including managing users, configuring settings, editing content, and viewing all partner data and performance metrics.
Member
With this role, the user is able to access all partner rooms but is not able to invite other team members or manage technical integrations like the CRM connection and SSO.
CRM User
With this role, the user is only able to access Introw partner rooms via the copilot card in your CRM. Learn more about our Copilot card.
Partner manager
With this role, the user is restricted to managing only their assigned partners and related objects, such as specific tasks, form submissions, and CRM-linked items like deals, leads, and more.
Remove Team members
You can deactivate team members by clicking on the 3 dots next to their name and "Deactivate" them. Once this is done, they will no longer be able to access Introw.