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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.

Overview

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

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

    • 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).

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.