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
• View timeline activity details and reminders for all users

Manager: 

Assign individual users to a manager giving them visibility into their team's opportunities and activities

• 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 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, contacts and companies only
• View individual email content only
• Can not set reminders for other users

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

Questions? Email support@spiro.ai