How are the user roles defined?

Individual: This is the basic role within SalesHood, typically assigned to reps. Users with this role are typically assigned training materials to complete on the web app and mobile app. This role contains no administrative 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 allow users to manage users within the system.

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 DocumentsIf specified as ownerAllAll
Import/Edit External Links in LibraryIf specified as ownerAllAll
Import/Edit Box FilesIf specified as ownerAllAll
Manage TagsAllAll
View Manager LeaderboardIf users are assigned to teamIf users are assigned to teamIf users are assigned to team

 

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