Introzy is built around a structured marketplace model where five distinct roles work together to create, track, and close referrals. Understanding who plays each role — and how they interact — helps you set up your workspace, invite the right people, and ensure everyone gets credited appropriately when deals close.
The Five Roles
Marketplace Owner
The Marketplace Owner is the workspace admin — the organization that runs the Introzy instance. This is typically the person or company that signed up for Introzy and built out the workspace.
The Marketplace Owner:
Invites Connectors and Solution Providers into the workspace
Configures pipelines, fee plans, and referral workflows
Has full access to all contacts, deals, invoices, reports, and settings
Appears as a fee recipient on deals with the marketplace owner role badge in the Fee Recipients table when a fee plan is assigned to them
The Marketplace Owner is the only role with access to workspace administration: inviting members, configuring billing, changing workspace-wide settings, and managing fee plan rules.
Connector
A Connector is a person who makes warm introductions between Seekers and Solution Providers. Connectors are the network behind the marketplace — they bring in leads and earn revenue when their referrals close.
Key facts about Connectors:
Whoever creates a referral is automatically assigned as its Connector
Each referral has exactly one Connector
Connectors appear in the Connector column on the Referral Opportunities pipeline
Connectors are tracked in the Connector + SP Pulse section of the Dashboard, which shows referral volume, win rates, and last submission date
Connectors who haven't submitted a referral in 30+ days are flagged as Quiet Connectors on the Dashboard
A Connector is invited into the workspace by the Marketplace Owner and signs in at app.introzy.com
Connectors can also be added as Facilitators on deals they didn't originate
To mark someone as a Connector in your workspace, open their record in Contacts → People and toggle on the Connector field. They can then be invited to access the workspace.
Facilitator
A Facilitator is an additional person who helped move a specific referral deal forward and may receive a fee split for their contribution.
Important distinctions:
Facilitator is a per-deal attribution, not an account-level role. A person does not "sign up" as a Facilitator — they are added to individual connections by the Marketplace Owner or workspace admin.
Facilitators are separate from the Connector. While each referral has one Connector, it can have multiple Facilitators.
Facilitators are drawn from your list of Connectors. To add someone as a Facilitator, they must already be marked as a Connector in your workspace.
A referral source (a person credited for bringing a contact into the marketplace) is automatically added as a Facilitator when the deal is sent to Finance.
Facilitators appear in the Facilitators section of the referral opportunity slideout, displayed separately from the Connector with a multi-person icon. On the deal page, each Facilitator appears as a row in the Fee Recipients table with the facilitator role badge.
Facilitators are only available on the Referral Opportunities pipeline. Other pipeline types (Integration Partnerships, Partner Network) do not support Facilitators.
For full instructions, see Understanding Facilitators.
Solution Provider
A Solution Provider is the company or individual being connected to the Seeker — the party that can fulfill the need that prompted the referral.
There are two contexts where "Solution Provider" appears in Introzy:
As a referral participant: When you create a referral, Step 2 asks you to Select Provider — the Solution Provider(s) you're connecting the Seeker to. A single referral can have one or more Solution Providers. The Solution Provider appears in the Solution Provider column of the Referral Opportunities pipeline.
As a workspace role: A Solution Provider can be invited by the Marketplace Owner into the workspace as an external collaborator. Once invited, they log in at app.introzy.com and can view the workspace's contacts, pipelines, sites, and finance records, create referrals, and manage their own reminders. Their role badge in the workspace switcher reads Solution Provider.
To mark someone as a Solution Provider in your contacts, open their company record in Contacts → Companies and toggle on the Solution Provider field.
Seeker
A Seeker is the person or company being referred — the party looking for a solution that the Connector is introducing to a Solution Provider.
Key facts about Seekers:
When creating a referral, Step 1 asks you to Select Seeker: "Who is being referred." You can search existing contacts or click + New Contact to add someone not yet in the system.
The Seeker appears in the Seeker column of the Referral Opportunities pipeline.
Seekers do not need an Introzy account. They can also submit connection requests directly through a published Site (a provider-facing page built in Introzy), which automatically creates a referral opportunity linking the Seeker to the Solution Provider.
A Seeker's referral source — the person who originally brought them into the marketplace — can be tracked on their contact record and is automatically added as a Facilitator when their deal is sent to Finance.
How a Referral Flows Through the Roles
Here is the end-to-end path of a typical referral:
The Connector clicks Create Referral in the top header.
They select the Seeker (who is being referred) and the Solution Provider (who can help them).
They write an introduction message and submit.
The referral appears in the Referral Opportunities pipeline in the New Referral stage, with the Connector, Seeker, and Solution Provider attributed.
As the deal progresses through pipeline stages (Qualified → Engaged → Proposal Sent), the Marketplace Owner or workspace team can add Facilitators to credit anyone else who helped move it forward.
When the deal is ready, the Marketplace Owner clicks Send to Finance, creating a deal with a Fee Recipients table. Each participant (Connector, Facilitators, and Marketplace Owner) appears with their role badge and the fee plan applied.
Role Summary
Role | Who They Are | Account in Introzy? | How They're Assigned |
Marketplace Owner | Workspace admin running the Introzy instance | Yes — admin | Created the workspace |
Connector | Makes warm introductions; creates referrals | Yes — invited by admin | Toggled on contact record; invited to workspace |
Facilitator | Helped with a specific deal; may earn a fee split | Drawn from Connectors | Added per-deal via • Add Facilitator |
Solution Provider | The company or person fulfilling the referred need | Optional — can be invited | Toggled on company record; can be invited to workspace |
Seeker | The person or company being referred | No Introzy account required | Selected at referral creation; can submit via Site form |
FAQ
Can someone be both a Connector and a Solution Provider?
Not currently. Users are invited into a workspace as either a Connector or a Solution Provider. If someone plays both roles, contact your Marketplace Owner to discuss your setup.
Is "Facilitator" a permanent role a person holds?
No. Facilitator is a per-deal attribution. A person can be a Facilitator on one referral and not on another. There is no workspace-level "Facilitator" role. To add someone as a Facilitator, they must already be marked as a Connector in your workspace.
Does the Seeker need an Introzy account?
No. Seekers do not need an Introzy account. They are contacts in your workspace and can be anyone — existing contacts or new people added during the referral creation flow.
Can a referral have more than one Solution Provider?
No. Each referral is connected to one Solution Provider. If you need to introduce a Seeker to multiple providers, create a separate referral for each one.
Where do I see fee plans for each role?
Go to Finance → Fee Plans. The Payer → Payee column shows which role pays and which role receives for each plan (for example, "marketplace owner → connector" or "marketplace owner → facilitator"). For full details, see Fee Plans: Overview & Setup.
Why don't I see the Marketplace Owner role in the pipeline columns?
The Marketplace Owner is not a column in the pipeline — they are the workspace admin running the system. They appear as a fee recipient on the deal page (in Finance → Deals) when a fee plan is assigned to them.
Can a Solution Provider see the same things I can as the Marketplace Owner?
No. Solution Providers have read access to contacts, pipelines, sites, and finance records, and can create referrals and reminders. They cannot invite new members, change workspace settings, configure billing, or access marketplace-level performance widgets on the Dashboard.
Troubleshooting
A person I added as a Facilitator doesn't appear in the dropdown.
Cause: The Add Facilitator dropdown only shows people marked as Connectors in your workspace.
Solution: Open their record in Contacts → People, toggle on the Connector field, and try adding them as a Facilitator again.
A Solution Provider I invited can't see the Dashboard widgets.
Cause: Dashboard performance widgets are scoped to the Marketplace Owner (admin) role. Solution Providers see the Dashboard header but not the marketplace charts.
Solution: This is expected behavior. Direct the Solution Provider to Pipelines → Referral Opportunities to view their active deals and referral activity.
The Seeker or Solution Provider column is blank on a referral.
Cause: The referral may have been created without selecting all participants, or the contact may have been deleted.
Solution: Open the referral opportunity, click Edit, and assign the missing Seeker or Solution Provider.