Team User Roles And Permissions

A Team is a group of users who share Pipelines, Boxes, Contacts, and visibility into each other's Boxed email communications. When you're ready to scale your Team, it's easy to find a user role to fit every need!

User Roles and Permissions

A Team can have multiple Owners, who can add or remove other users from the Team. Only one Owner can be responsible for the Team's billing at a time, but any Owner can take over that responsibility for billing.

A Team can have multiple Members, who are shared on the Team's Pipelines and have access to the Team's shared contacts. 

A Team can also designate a Payer Only, who can take over billing responsibility for the Team but who is not included in the paid plan and cannot access the Team's Pipelines and shared Contacts. This role is specifically useful if someone from your accounting department would like to manage your Team's invoices without using Streak themselves. 

Note: The first user to start a new trial or paid subscription is automatically given Owner rights. Subsequent users can be made Team Owners if need be.

Teams Dashboard Accessibility 

From the Streak menu at the top right of your Gmail, select the Teams icon. On the Teams Dashboard...

Owners have visibility into:

  • Team's members and user roles (can add and remove users)
  • Plan level information including a list of plan features (can change plan level)
  • Team-wide Shared Pipeline information 
  • Ability to enable / disable Guest Mode in Team's Pipelines
  • Payment details (if responsible for billing)
  • Invoice details (if responsible for billing)
  • Billing history (if responsible for billing)

Members have visibility into:

  • Team's members and user roles (cannot add or remove users)
  • Plan level information including a list of plan features (cannot change plan level)

Payer Only have visibility into:

  • Team's members and user roles (cannot add or remove users)
  • Plan level information including a list of plan features (can change plan level)
  • Payment details
  • Invoice details
  • Billing history
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