What is a Solution Provider in Introzy?
A Solution Provider is an external partner that an Introzy customer (the workspace admin) has invited into their workspace so the two organizations can collaborate on referrals, deals, and connections. You keep your own identity and company affiliation, but you gain access to the inviting customer's contacts, pipelines, sites, and finance views.
Your role is visible inside the workspace itself: open the workspace switcher in the top-right header (next to the bell and theme icons). The dropdown shows the workspace name with Solution Provider as your role label, plus a Manage button.
If you also work in your own Introzy workspace or have been invited into other customer workspaces, each one will have its own role badge in this same switcher.
What will I see the first time I log in?
When you sign in to app.introzy.com, you land on the Dashboard page inside the workspace that invited you. The header reads "Dashboard — Overview of your marketplace performance and health."
The interface has three persistent areas:
Top header: Introzy logo · Create Referral button · Notifications bell · Light/Dark theme toggle · Workspace switcher (shows your Solution Provider role) · User menu (Manage account, Sign out)
Left sidebar: Dashboard · Reminders & Tasks · Contacts · Pipelines · Sites (Beta) · Finance, plus Background Jobs · Help Center · Settings at the bottom
Main panel: the content of whichever section you've selected
A welcome message from Scout, Introzy's in-app assistant, may appear in the bottom-right. You can dismiss it and return to it later from the messenger icon in that same corner.
What can I do as a Solution Provider?
You have read access across the inviting workspace's CRM and pipelines, plus the ability to create referrals and manage your own reminders and views. The full list of areas you can use:
Contacts (left sidebar → Contacts)
Companies — view all companies in the workspace, filter, sort, search, and use the Add Company button
People — view all people in the workspace, including yourself (your row is labeled "You"). Use Add Person, create custom views with New view, and filter or sort the list
Map — geographic view of contacts
Pipelines (left sidebar → Pipelines)
Referral Opportunities and any sub-brand or partner pipelines the admin has set up (e.g. "Integration Partnerships," "Partner Network")
Each pipeline opens in kanban view with stages such as New Referral, Qualified, Engaged. You can see counts, average deal value, and win % per stage
Sites (Beta) (left sidebar → Sites)
View all sites the workspace has created, filtered by status, connector, or creator
Use Create New Site to add a new site
Finance (left sidebar → Finance)
Deals — view deals across All, Pending Review, Active, Completed, Cancelled tabs
Invoices — view invoices addressed to you from the marketplace
Accounts Payable — report the amounts you collected from each referred seeker each period; the marketplace uses your reported numbers to generate invoices for the fees you owe. This page only appears if the marketplace admin has enabled Periodic Reporting in their billing settings. If you don't see it, contact the admin who invited you. See Report your monthly payments with Accounts Payable for a full walkthrough.
Reminders & Tasks (left sidebar)
Create, view, and complete reminders. Tabs filter by Mine, All, Overdue, Due Today, Upcoming, Completed
Use the New Reminder button to add one
Create Referral (top header)
Available from anywhere in the app — opens a 4-step modal to create a new warm introduction
Settings (sidebar bottom → Settings)
Your Profile · Membership (workspace audit log) · Notifications · Message Templates · API Keys
How do I create a referral as a Solution Provider?
Click Create Referral in the top header (it's available from any page). A 4-step modal called Create New Referral opens.
Select Seeker — Who is being referred. Search the workspace's contacts (people + companies) or click + New Contact to add someone who isn't in the system yet
Select Provider — Solution provider(s) you're connecting the seeker to. Pick one or more partners
Add Context — Write the introduction message that explains why you're making the connection
Review & Create — Confirm the details and submit
After you submit, the referral appears in the Referral Opportunities pipeline in the New Referral stage. From there it can be moved through Qualified, Engaged, and later stages as it progresses.
How do I view or update my profile?
Open the user menu in the top-right (your avatar) and click Manage account. That opens your sign-in account.
To see your profile inside the workspace, go to Settings → Your Profile (sidebar bottom). This page is read-only and shows your DB ID, Auth ID, email, name, account creation date, and your company. The page itself notes: "You can manage your profile details from the Contacts page."
To change name, email, or company affiliation as it appears in the workspace, open Contacts → People, find your own row (labeled "You"), and edit it from there.
How is the Solution Provider experience different from an admin's?
The two roles share most of the navigation, but there are a few key differences.
Same as an admin:
Same sidebar (Dashboard, Reminders & Tasks, Contacts, Pipelines, Sites, Finance) and the same Settings group
View access to companies, people, pipelines, sites, deals, and invoices
Ability to use Create Referral, add reminders, and add contacts and companies
Different as a Solution Provider:
Your Dashboard typically shows the page header without the marketplace charts and widgets that admins see — the widgets are scoped to admin-level workspace performance views
Finance > Accounts Payable appears in your sidebar only when the marketplace admin has enabled Periodic Reporting. When it is on, you use it to report collected payment amounts each period. Note: admins have a different Accounts Payable report under Finance > Reports — these are two separate features with the same name.
Workspace administration actions — inviting new members, changing other users' roles, configuring billing, editing workspace-wide settings — are admin-only. You can see role changes in Settings → Membership (the Workspace membership audit log), but you cannot make them
Your role badge in the workspace switcher reads Solution Provider rather than Admin
If you try to use a feature and it's not available to you, that's expected — your inviting admin controls those settings. Reach out to them directly, or use the in-app messenger.
Where do I get help?
Three options, in order of speed:
Scout (in-app messenger) — click the messenger icon in the bottom-right corner of any page
Help center — sidebar bottom → Help Center → App Help, or go directly to help.introzy.com
The admin who invited you — for anything specific to their workspace (data, pipelines, custom views, what they want you to do)
You can also check System Status from the same Help Center group in the sidebar to see if Introzy is reporting any incidents.
Frequently asked questions
Why is my Dashboard mostly empty? The Dashboard shows marketplace performance widgets scoped to the admin role. As a Solution Provider you see the page heading but not the widgets. Use the sidebar to navigate to the data you have access to (Contacts, Pipelines, Sites, Finance).
Can I invite other people into this workspace? No. Inviting members is an admin-only action. Ask the workspace admin to send the invite.
Can I see deals and invoices? Yes. Finance → Deals lists deals across status tabs, and Finance → Invoices shows invoices addressed to you from the marketplace.
Do I have access to Accounts Payable? Only if the marketplace admin has enabled Periodic Reporting in their billing settings. When it is on, Finance → Accounts Payable appears in your sidebar — this is where you report the payment amounts you collected from each referred seeker each period. If you don't see Finance → Accounts Payable, ask your marketplace admin whether Periodic Reporting is turned on. See Report your monthly payments with Accounts Payable.
What happens to a referral after I create it? It appears in Pipelines → Referral Opportunities in the New Referral stage. Movement through Qualified, Engaged, and later stages is tracked there with counts, average deal value, and win % per stage.
I'm in more than one workspace — how do I switch? Open the workspace switcher in the top-right header. Each workspace shows its name and your role badge. Click the one you want to enter.