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Dynamic planning in Commercial Manager

What is the difference between multi-entity and multi-enterprise?

Commercial Manager: multi-entity and multi-enterprise

Quick steps for setup, account configuration and planning

How to: Create your Commercial Manager entity, configure accounts and build a plan

What is Commercial Manager and how do I set it up?

Matt McLaughlin

Sean Clark

Commercial Manager

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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