A rep sees their deals. Their manager sees the department’s.
Maria sells for Northwind. Her role gives her Deals at Own, so her board shows her deals and nobody else’s. Oleh runs the sales department and holds the same permission at Department, so his board shows the whole team. Finance can view every invoice and delete none. AI works through the same checks, so when Maria asks the AI Brain about the pipeline, it reads what Maria may read.
MariaSales rep · Own
OKOlehSales manager · Department
Harbor & Pine StudioJuniper LabsAtlas FreightKestrel AnalyticsMaria asks the AI Brain about the pipeline: it reads what Maria may read.