Role-Based Access Control (RBAC)
Every invited team member must be assigned a role, which strictly governs their permissions across the platform.Team Workflows
- Account Assignment: Managers can assign accounts to specific Reps. Assignment locks ensure reps own their territory.
- Approvals: Certain actions (like sending automated outreach) can be configured to require Manager approval before execution.
- Collaboration: Team members can tag each other and leave comment threads on Accounts and Signals to coordinate account-based plays.