SAGA for customers only who aren't building the biz
Hey team!
In our business, we can have clients purchase a machine as a customer-only for just the health benefit or they can build the business. If they are building the business, obviously it makes sense to add them to SAGA.
For a customer-only, we would love to have an option for a library resource or “membership” of sorts for customer-facing resources (like how to use their machine, maintenance requirements, uses for the different waters, etc) that doesn’t have ALLLLLLLL the business features (CRM, Onboarding, Prospecting tools, etc).
Comments8
Andrea
Aug 12, 2025
•Merged request
•20 votes
SAGA for customers only
Role-Based Access (Customer vs. Partner VS Leaders)
Customers see:
A simplified interface (“Simplicity Mode”)
A custom Onboarding Section
Only basic folders in the Library
Progress-based content unlocking
Partners see:
Full dashboard and all features
Full Library access
Business-building tools and communication features
Leaders see:
Sees additional folders with special content for a leadership level
Christopher
Aug 11, 2025
Yes!!! We need this
An Anonymous User
Aug 12, 2025
Yes yes yes!! We need this 🤩
Andrea
Jun 10, 2025
just like you'd do with boards?
McKenna
Jun 25, 2025
Kind of, though you’d have to have a separate Boards setup and even Boards isn’t really set up as a searchable library or course. We are looking for something that would act kind of like the existing Saga Library, but having a customer-only version that doesn’t have ALLLLLLLL the resources that our regular distributor / teamie library has (like comp plan details, forms, content stuff, etc). So either a separate way to access the library where only certain folders are granted, or a separate library altogether that is accessible by clients who aren’t team members.