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
- 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