User Roles and Permissions

Spiro allows organizations to set different permissions for data visibility of users. You can update permissions under settings > User Administration. Here are the different permissions and what they mean: 

Admin: 

• Any type of user can also be an Admin
• Admin's can edit 
• 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 
• Can change ownership of companies, contacts and opportunities
• 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
• Can change ownership of companies, contacts and opportunities for Sales Reps on their team.
• 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
• Can not change ownership of companies or contacts

Manager (Limited):

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

• View their team's opportunities, contacts and companies only. Can search for any all companies and contacts to prevent duplicates.
• Can change ownership of companies, contacts and opportunities for Sales Reps on their team.
• View email content for their team on Timeline
• Set reminders for their team

Sales Rep (Limited):

• View their individual opportunities, contacts and companies only. Can search for all Companies and Contacts to prevent duplicates.
• View individual email content only
• Can not set reminders for other users
• Can not change ownership of companies or contacts

Partner- the most limited view in Spiro:

• Visibility into only their contacts, companies or opportunities
  • Cannot search for other user's contacts, companies or opportunities
• Create filters on list view only for contact, companies or opportunities assigned to them
• Create reminders only for themselves
• No ability to change owners of contacts, companies or opportunities

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

Questions? Email support@spiro.ai