Module roles & access
| Role | Members | Permissions |
|---|---|---|
| Module Owner | 3 | Full |
| Approver | 8 | Approve / Reject |
| Contributor | 22 | Create / Edit |
| Viewer | 64 | Read-only |
| Auditor | 4 | Read + Export |
Integrations
- SalesforceCRM of recordconnected
- HubSpotMarketing automationconnected
- Identic AI GatewayDeal scoring + RFPconnected
- GongCall intelligenceconfigured
- DocuSignContract executionconnected
- LinkedIn Sales NavigatorProspectingconfigured
Notification preferences
Email — large deal updates
Email — forecast calls
Slack — wins channel
Mobile push — renewals at risk
Webhook — deal events
Identic AI weekly revenue brief
Prototype screen • Data is illustrative • Sub-menus, workflows, audit & settings are demo-ready