This article explains who you are in the workspace, what you'll see when you log in, what actions are available to you, and how the Connector experience compares to other roles.
What is a Connector in Introzy?
A Connector is an external partner that a marketplace owner (the workspace admin) has invited into their Introzy workspace to facilitate warm introductions. Your job is to connect people and companies who need a service (Seekers) with the businesses that provide it (Solution Providers) — and to earn a commission when those introductions close.
Every successful referral you create is tracked through the workspace's pipeline. When a deal closes, Introzy records your earnings against your fee plan so you and the admin both have a clear record of what you're owed.
Your role label appears in the workspace switcher in the top-right header. The dropdown shows the workspace name with Connector as your role badge.
If you've been invited into multiple workspaces — or have your own Introzy workspace — each one has 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 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 Connector role) · User menu (Manage account, Sign out)
Left sidebar: Dashboard · Reminders & Tasks · Contacts · Pipelines · Directories · Sites (Beta) · Finance · Help Center · Settings
Main panel: the content of whichever section you've selected
The Dashboard itself shows four things:
My Pipeline — your active referrals. An empty pipeline shows "Your pipeline is empty. Your pipeline activity will appear here once you have deals or referrals assigned."
Submissions / month (6m) — a bar chart of how many referrals you've submitted each month over the past six months.
Revenue — tabs for 7d / 30d / 90d / YTD / All showing your Earned and Pending amounts in dollars, plus your current fee plan (e.g., "15% on close").
Earnings / month (6m) — a bar chart of your monthly earnings. If no earnings have been recorded yet, the chart shows "No earnings yet."
An in-app assistant (Scout) may appear in the bottom-right corner. You can dismiss it and return to it at any time from the messenger icon in that same corner.
What can I do as a Connector?
You have access to the full CRM and all pipelines in the workspace, plus the ability to create referrals, manage reminders, and track your own earnings.
Contacts (left sidebar → Contacts)
Companies — view, filter, sort, and search all companies in the workspace. Use Add Company to add a new one. The table includes a Connector column showing which connector is attributed to each company.
People — view all people in the workspace. Your row is labeled "You". Use Add Person, create custom views with New view, and filter or sort the list.
Map — geographic view of your contacts.
Pipelines (left sidebar → Pipelines)
Referral Opportunities — your primary pipeline for tracking warm introductions from first submission through close.
Integration Partnerships — tracks technical integrations and API partnerships, if the admin has set one up.
Partner Network — tracks certified partners, resellers, and affiliates, if the admin has set one up.
Directories (left sidebar → Directories)
View and manage any solution provider directories you've created. Use Create New Directory to build one.
Sites (left sidebar → Sites, Beta)
View sites in the workspace. A Connector column shows who created or is attributed to each site.
Finance (left sidebar → Finance)
Deals — view all deals across All, Pending Review, Active, Completed, and Cancelled tabs. Your name appears in the Connector column on deals you sourced.
Invoices — view financial records tied to your activity in the workspace.
Reminders & Tasks (left sidebar)
Create, view, and complete reminders. Tabs filter by Mine, All, Overdue, Due Today, Upcoming, and Completed.
Create Referral (top header)
Available from anywhere in the app. Opens the Create New Referral modal — a 4-step wizard to submit a warm introduction.
Settings (sidebar bottom → Settings)
Profile/Notifications — Your Profile, Membership, Notifications, Message Templates, Email Signature
Integrations/APIs — API access and third-party integrations
How do I create a referral?
Click + Create Referral in the top header. The Create New Referral modal opens with four steps:
Select Seeker — Search the workspace's contacts (people + companies) for who needs help, or click + New Contact to add someone new.
Select Provider — Choose the Solution Provider(s) you're connecting the seeker to. Optionally select a Product/Service. If a referral source has been configured on the contact, it will appear automatically under Facilitators.
Add Context — Write the introduction message. Use Use Template to pick from saved templates, or AI Generate to draft one automatically. Toggle Send introduction email off if you want to record the referral without triggering an email.
Review & Create — Confirm the Seeker, Provider, message, and pipeline, then submit.
After you submit, the referral lands in the Referral Opportunities pipeline in the New Referral stage.
How do I see my earnings?
Your earnings are on the Dashboard (left sidebar → Dashboard), in the Revenue section. Switch between the 7d, 30d, 90d, YTD, and All tabs to adjust the time window.
Earned — commissions that have been confirmed and recorded.
Pending — commissions tied to deals that have closed but haven't been invoiced or paid out yet.
Your plan — your current fee plan (e.g., "15% on close"). The workspace admin sets this.
For a full breakdown of individual deals, go to Finance → Deals.
How do I view or update my profile?
Open Settings → Your Profile (sidebar bottom). This page shows your DB ID, Auth ID, email, name, creation date, and company.
To change how your name, email, or company appears in the workspace, open Contacts → People, find your own row (labeled "You"), and edit it from there.
Two preferences are also available on the Profile page:
Expert referral form — when enabled, shows all referral fields on one screen instead of the step-by-step wizard.
Favorite referral pipeline — sets the pipeline your new referrals default to across the wizard, quick form, and email.
How is the Connector experience different from an admin's or a Solution Provider's?
Compared to an admin:
You see the same sidebar and the same data. Workspace administration — inviting members, configuring billing, editing pipeline stages — is admin-only.
Your Dashboard shows connector-specific metrics (My Pipeline, Submissions/month, Earned/Pending revenue) rather than the admin's marketplace-wide analytics.
Compared to a Solution Provider:
Connectors create referrals and earn commissions when those referrals close. Solution Providers receive referrals and pay fees on the deals they win.
Connectors see a Revenue section on the Dashboard (Earned/Pending). Solution Providers see an Accounts Payable section under Finance for reporting what they collected.
Both roles appear in deal records — Connectors in the Connector column, Solution Providers in the Solution Provider column.
Where do I get help?
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, fee plans, custom views).
Frequently asked questions
Why is my Dashboard Revenue showing $0.00?
Revenue is recorded when deals linked to your referrals are marked as closed and processed through Finance. Your pipeline activity (submissions chart) will still populate as you create referrals.
What's the difference between Earned and Pending?
Earned amounts have been confirmed and recorded against your fee plan. Pending amounts are tied to deals that have closed but are still being processed by 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 referrals other people submitted?
Yes. Open any pipeline — it shows all deals in the workspace. The Connector column on each deal identifies who made the introduction.
Can I be both a Connector and a Solution Provider?
Yes, if your admin has assigned you both roles. You'll have access to both the Revenue section and Accounts Payable.
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.
What is my fee plan and who sets it?
Your fee plan determines the percentage you earn on closed deals. The workspace admin sets and manages fee plans — you can see your current plan on the Dashboard under Revenue, but you cannot edit it.