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Concept — background and overview.
Whether it’s providing a user with full access or sync-only access to your Affinity CRM, or sharing limited list data with collaborators outside of your organization, Affinity has different seat types available to meet your needs.

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Overview

  • What are the different seat types and who can access them?
  • Important Callouts

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What are the different seat types and who can access them?

What is it?Who is it for?Who has access?
Full Access*• Read/write access to list data within your team’s Affinity CRM account, while also syncing email/calendar data for relationship intelligence. • Full access users also have access to Affinity Alliances by default.• Your team members who need Affinity CRM access.• All Affinity CRM users across all tiers.
Sync Only• No access to the Affinity CRM, just syncing email/calendar data to provide better relationship intelligence for Full Access users (learn more).• Your team members who don’t need Affinity CRM access, but have strong networks and are willing to share their email/calendar data with other team members who are Affinity CRM users.• All Affinity CRM users across all tiers, but you must purchase a 5-seat minimum by talking to your Affinity representative or reaching out to support@affinity.co. • Every additional Sync Only seat after the first 5 can be purchased in-product.
Collaborators• Read-only access to specific saved views within a given list. No syncing (learn more).• People outside of your organization (investors, LPs, founders, etc.) who need read-only access to certain data.• All Affinity CRM users across all tiers, but you must purchase a set of 25 seats, 100 seats, or Unlimited seats by talking to your Affinity representative or reaching out to support@affinity.co.
Alliances Only• Read-only access to your Allies’ connections (name and relationship strength score only) as you visit websites and LinkedIn profiles using Affinity’s Pathfinder Chrome Extension. • Email/calendar data are not visible to your Allies, but they are synced into Affinity to generate these connections. • No access to an Affinity CRM account.• People outside of your organization whom you’d like to share networks with. • Email/calendar data are not shared.• Anyone. No Affinity CRM subscription required, but must receive an invite from an existing Alliances user.
    • Full Access does not mean you can simply view all the available information in the account. The amount of information you can access may vary depending on the following:
  • Communications privacy settings: How much information you/your team members want to reveal for your respective synced email/calendar data (learn more).
  • List privacy settings: For those who have created lists, they can choose whether to share it with no one, everyone, or specific team members (learn more).
  • Enterprise Permissions for Enterprise tier customers: You will only be able to view email/calendar data amongst the immediate members in your team (learn more).

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Important Callouts

  • Affinity Alliances is available for anyone to use, regardless of whether you’re an Affinity CRM user, Affinity for Salesforce user, or neither.