Lavisho TT Team & Customer Visibility
Per-company roles, recursive reporting-chain access, read-only viewer grants and optional strict account-manager customer visibility.
What is Team & Customer Visibility in Lavisho TT?
Per-company roles, recursive reporting-chain access, read-only viewer grants and optional strict account-manager customer visibility.
Why teams need team & customer visibility
The problem
Disconnected records, manual handoffs and unclear access make it harder to keep sales and operations aligned.
How Lavisho TT solves it
Use connected customer records, company-scoped permissions and a traceable workflow in the same workspace. Availability follows your selected plan and provider setup.
Key benefits
Per-company roles
Admin, Manager, Rep/Employee and External Viewer roles are assigned within each company, alongside module permissions and field rules.
Reporting chain
Managers inherit read/write access to records owned by their direct reports and recursively through their reporting subtree, subject to company access rules.
Read-only extra viewers
Explicit team grants let colleagues read a member’s data without granting editing rights. External Viewers see explicitly granted records only.
Customer Add viewer
Account managers and same-company admins with 2FA can add or remove a colleague’s read access to a customer. Grants are audited and removal revokes access immediately.
Team & Customer Visibility features in Lavisho TT
Per-company roles
Admin, Manager, Rep/Employee and External Viewer roles are assigned within each company, alongside module permissions and field rules.
Reporting chain
Managers inherit read/write access to records owned by their direct reports and recursively through their reporting subtree, subject to company access rules.
Read-only extra viewers
Explicit team grants let colleagues read a member’s data without granting editing rights. External Viewers see explicitly granted records only.
Customer Add viewer
Account managers and same-company admins with 2FA can add or remove a colleague’s read access to a customer. Grants are audited and removal revokes access immediately.
Optional strict visibility
When enabled by a company admin with 2FA, customers are limited to account managers, creators, their reporting-chain managers, explicit viewers and authorized admins. Territory and lead links do not add access in strict mode.
Readiness & reversible assignment
Preview unassigned totals and sortable per-person visible counts before enabling strict mode. Bulk assign using a selected user, creator/owner, territory owner, recent visit/lead activity or CSV; preview batches, audit changes and undo the last action.
Consistent customer access
The same visibility rules apply to lists, search, visit pickers, exports, Customer 360, Coverage Map, analytics and reporting.
How it works
- 1
Configure your company
An authorized admin chooses the relevant policies, roles and provider settings.
- 2
Connect the work
Use your existing customer, lead and activity records rather than separate copies.
- 3
Work within your access
Employees and viewers see only information their company authorizes.
- 4
Review outcomes
Use history and reports to follow up and refine the process.
Common use cases
- Sales teams coordinating customer follow-up
- Company admins managing accountable collaboration
- Managers reviewing their authorized team activity
Why choose Lavisho TT for team & customer visibility
- Connected to CRM and field activity in one workspace.
- Company-scoped access and auditable changes.
- 14-day free trial; pricing starts at $9 per user/month.
Team & Customer Visibility — frequently asked questions
Does strict mode turn on automatically?
No. It is an optional company setting. A company admin with 2FA reviews readiness and confirms activation; it can be turned off immediately. The switch and bulk assignments are audited.
Related pages
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Inside and field sales teams juggling leads, quotes, visits, and follow-ups across multiple accounts.
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Sales managers responsible for a team of reps who need visibility into activity, deal health, and coaching opportunities.
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Glossary
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
Ready to connect your field team to your sales pipeline?
Start your 14-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.