Managing Your Team
You can easily manage your team from the Team page so follow these steps to keep your team organized, informed, and easy to collaborate with.
Add Team Members – Click the “Add Member” button and enter their email address to invite new members to your workspace.
Set Profile Images – Personalize each team member’s profile by uploading a photo. Ideal dimensions are 512x512 pixels, square. This helps everyone quickly recognize who’s who.
Manage Notification Settings – Adjust how team members receive notifications. You can turn alerts on or off, or choose specific types of updates for each member.
Introw User roles
Introw comes with 4 preconfigured user 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.
