User Roles and Permissions

Spiro allows organizations to set different permissions for data visibility of users. Here are the different permissions and what they mean: 

Admin: 

  • Any type of user can also be an Admin
  • Admins can make customizations to their organization's Spiro account
  • Admins can manage users

Executive (All Data): 

  • View opportunities, contacts, and companies for all users in their organization
  • View email content for all users in their organization on Timeline 
  • Set reminders for all users in their organization

Manager: 

  • View opportunities for their team
  • View all contacts and companies in their organization
  • View email content for their team on Timeline
  • Set reminders for all users in their organization

Sales Rep: 

  • View their individual opportunities only
  • View all contacts and companies in the organization
  • View their individual email content only
  • Set reminders for all users in their organization

Manager (Limited):

  • View their team's opportunities, contacts and companies only
  • View email content for their team on Timeline
  • Set reminders for their team

Sales Rep (Limited):

  • View their individual opportunities, contact and companies only
  • View their individual email activity only 

Interested in Spiro for your team? Sign up for a demo today: spiro.ai/demo

Questions? Email support@spiro.ai

 

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