Team, roles, and object access - Dealpipe

Understand roles

Role	Purpose
Customer	Portal access to assigned units.
Financier	External collaboration in the corresponding area.
Sub-distributor	Sales collaboration with configured inventory access.
Advisor	Advice and work on permitted processes.
Sales manager	Sales management and permitted team functions.
Admin	Organization management and configured administrative permissions.

Actual permitted actions depend on your organization’s configuration. Check role permissions rather than inferring every permission from the role name alone.

Invite a member

Open Team, enter the email address, and choose a role. Review object access and required project or unit assignments. Check invitation status after sending.

Change permissions

A role permission permits an action. Object access limits which inventory it can be performed on. Check both after role changes or allocation updates. Customers do not receive blanket access to all units in a project through a CRM relationship. Use targeted customer sharing. API tokens are additionally restricted by their selected scopes.

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