Managers and Direct Reports

Spiro allows administrators to set a Manager for any end user on the team. Spiro allows you to have multiple people under a single manager, and those people can in turn manage multiple people. Establishing a manager does not effect the visibility of the direct report, but visibility may change for the manager based on their selected profile.

If the manager has an Executive (All Data) profile:

• No change - they will still be able to view all data. 

If the manager has a Manager profile: 

• They will be able to view opportunities for their team
• They can view all contacts and companies in their organization
• They can change ownership of companies, contacts and opportunities for users on their team.
• They can view email content for their team in the timeline
• They can set reminders for all users in their organization

If the manager has a Manager (Limited) profile:

• They can view their team's opportunities, contacts and companies only. 
• They can change ownership of companies, contacts and opportunities between users on their team.
• They can view email content for their team in the timeline
• They can set reminders for their team

If a manager is assigned a sales rep, sales rep (limited) or partner profile, they will not be able to see or manage direct report's data.