How are the user roles defined?

Individual: This is the basic role within SalesHood, typically assigned to reps. Users with this role are Participants in programs. This role contains no administrative or content creation privileges.

Manager: As the role states, this role is typically assigned to Managers (a user with a team of reps). This user has basic administrative rights and visibility limited to the administration and content creation for their own team members.

Coach: This is the Admin role within SalesHood, specifically assigned to Sales Enablement or IT team members. Coaches have full administrative rights to user management, and content creation.

Publisher: This role is typically assigned to Marketing team members, allowing users to upload files and create content. This role does not include user management or instance management permissions.

Company Admin: This is the Super Admin role which includes instance management permissions (such as Theme and Partner Instances).
Note: This role can only be requested via support@saleshood.com.

The table below indicates which permissions are specific to each role:

ActionIndividualManagerCoachPublisher
Account InvitationOnly individuals to their own teamAll; to any roles and teamsOnly individuals to their own team
Importing UsersOnly individuals to their own teamAll; to any roles and teamsOnly individuals to their own team
Edit ProfileOnly their ownOnly their ownAllOnly own profile
Edit user’s role and teamOnly for team membersAllOnly for team members
Deactivate AccountOnly for team membersAllOnly for team members
Create/Edit a HuddleOnly their ownAllAll
Edit Huddle Scheduled EventThose specified as a hostAllAll
View Huddles in Huddle PublisherOnly their ownAllAll
Schedule Huddle EventAllAllAll
View Scheduled EventOnly if assigned a participantThose specified as host or participantAllAll
Add Participants to Huddle EventThose specified as hostAllAll
View Pitch AllAllAllAll
Create/Edit Pitch –Those specified as hostAllAll
Review/Comment on PitchAll except those with the specified reviewer(s)All except those with the specified reviewer(s)AllAll
Manage PitchThose specified as a hostAllAll
Edit Pitch Reviewer(s)Those specified as a hostAllAll
Create/Edit PathThose specified as a hostAllAll
Add Participants to PathThose specified as a hostAllAll
Clone PathOnly path specified as a hostAllAll
View PathIf assigned as a participantThose assigned as a participant or hostAllAll
Add Huddle & Pitch to PathThose specified as a hostAllAll
Edit Host of Huddle/Pitch/PathThose specified as a hostAllAll
View Reporting PageCan view Individual SummaryAllAll
Create/Edit Category in LibraryAllAll
Import/Edit Files in Library or Supporting DocumentsAllAll
Import/Edit External Links in LibraryAllAll
Import/Edit Box FilesAllAll
Manage TagsAllAll
View Manager LeaderboardIf users are assigned to teamIf users are assigned to teamIf users are assigned to team

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