The following roles are created by default for every organization:

  • Admin - This role is in charge of global settings including system set-up and user management. Some settings cannot be changed. Admins also have complete visibility into the organizations's configuration settings including setting up trackers, adding custom vocabulary, assigning roles to other users, create/edit scorecards and more. The first user in the org is automatically marked as Admin. Admin has the capability to modify the role setting for any user

  • Manager (AE / Other) - This role is for managers of primary sales and account teams. Users with this role are able to modify score card questions, create scorecards for Rep's meetings.

  • Rep/User - This role is for individual contributors on primary sales and account teams. All subsequent users in the organization are automatically marked with the Rep/User role.

    The table below shows the capabilities for each Role:

Feature

Rep/User

Manager (AE/Other)

Admin

View recordings

Yes

Yes

Yes

Create snippets

Yes

Yes

Yes

Create playlists

Yes

Yes

Yes

Send Follow Up Email

Yes

Yes

Yes

Share Meeting/Snippets

Yes

Yes

Yes

Add comments

Yes

Yes

Yes

View/Edit notes

Yes

Yes

Yes

View meeting analysis

Yes

Yes

Yes

View Org level analytics

Yes

Yes

Yes

View/Add Integrations

Yes

Yes

Yes

Invite new users

Yes

Yes

Yes

Create/update Teams

No

Yes

Yes

Customize scorecard questions

No

Yes

Yes

View/Edit Scorecards

No

Yes

Yes

Create/Edit trackers

No

Yes

Yes

Add custom vocabulary

No

Yes

Yes

Modify Deal Insights params

No

Yes

Yes

Add custom logo

No

No

Yes

Assign roles to other users

No

No

Yes

Billing

No

No

Yes

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