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

 

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