Roles & permissions

Understand Members vs Reviewers. Reviewers grant outcome steps and stay in the loop.

Two Roles That Keep Things Moving

Most teams only need two permission levels to run TeamWins smoothly:

  • Member — completes Assists, earns points, and redeems perks.

They see their own activity, approvals they’ve requested, and perk history.

  • Reviewer — gives the green light (or asks for changes) on outcome steps before bonus points hit the ledger.

Every Assist can name its own functional owner, so the person who cares most about the result is the one making the call.

Invite teammates
Or share link: https://teamwins.com/i/abc123

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What Reviewers See

Outcome approvals land in a focused queue — no digging through dashboards. Each request includes:

  • The Assist headline and step they’re approving.
  • Contributor notes plus structured context pulled from the contribution (e.g., prospect name, candidate details, campaign link).
  • One-click actions:

- Approve — grants outcome points instantly. - Request changes — bounces it back with guidance.

Examples

  • Sales reviewers confirm meetings booked before high-value points are awarded.
  • HR reviewers validate candidate milestones like “passed screening” or “hired.”
  • Marketing reviewers sign off on campaign proof (approved copy, reach milestones, etc.).

Approvals are fast, keep quality high, and let admins stay out of day-to-day decisions.

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How Assignment Works

  • Set a primary Reviewer on each Assist so the right functional owner is auto-selected.
  • TeamWins automatically falls back to any active reviewer/admin if the named person is unavailable, ensuring approvals never stall.
  • Keep the reviewer list tight and audit access quarterly — small, accountable groups make quicker calls.

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That’s it: Members ship the work, Reviewers verify the wins, and points stay aligned with outcomes.

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