CoSell development team
Added a mapping so that each user's email address is connected to a particular organization. This makes all the partnership invitation flows much more natural and much simpler to maintain.
Replaced our original role-based access control scheme with a permission-based scheme. Added three simple permissions: manage org, manage accounts, manage partners.
Added the ability to represent Sales Reps in the database, including sales reps who do not have an active user account (have never logged in).
Linked Sales Reps to overlaps and accounts, so we can now answer questions like "show me all of Joe's overlaps," or "list all the accounts that Jane owns."
Added separate tabs for prospects & customers
Updated column names for account CSVs and updated the example CSV to match. (We now ask for the email of the account owner/sales rep instead of their name.)
There is now a difference between paid & unpaid orgs, and unpaid orgs invite team members via a custom link. Anyone with an email @ the unpaid org's domain may join the org.
We display a list of permissions for each team member, rather than a specific role. For unpaid orgs, new team members are granted all permissions by default.