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:
User Management
Action | Individual | Manager | Coach | Publisher |
Account Invitation | – | Only individuals to their own team | All; to any roles and teams | Only individuals to their own team |
Importing Users | – | – | All; to any roles and teams | Only individuals to their own team |
Edit User Profile | Only their own | Only their own | All | Only own profile |
Edit user’s role, team, or segment | – | Only for team members | All | Only for team members |
Deactivate Account | – | Only for team members | All | Only for team members |
Huddle/Learning Path Management
Action | Individual | Manager | Coach | Publisher |
Create/Edit a Huddle | – | Only their own | All | All |
Edit Huddle Scheduled Event | – | Those specified as a host | All | All |
View Huddles in Huddle Publisher | – | Only their own | All | All |
Schedule Huddle Event | – | All | All | All |
View Scheduled Event | Only if assigned a participant | Those specified as host or participant | All | All |
Add Participants to Huddle Event | – | Those specified as host | All | All |
View Pitch | All | All | All | All |
Create/Edit Pitch | Only their own | Those specified as host | All | All |
Review/Comment on Pitch | All except those with the specified reviewer(s) | All except those with the specified reviewer(s) | All | All |
Manage Pitch | – | Those specified as a host | All | All |
Create/Edit Path | – | Those specified as a host | All | All |
Add Participants to Path | – | Those specified as a host | All | All |
Clone Path | – | Only path specified as a host | All | All |
View Path | If assigned as a participant | Those assigned as a participant or host | All | All |
Add Huddle & Pitch to Path | – | Those specified as a host | All | All |
Edit Host of Huddle/Pitch/Path | – | Those specified as a host | All | All |
Import/Edit External Links in Library | – | – | All | All |
Library Management
Action | Individual | Manager | Coach | Publisher |
Create/Edit Folders in Library | – | – | All | All |
View Archived Content in the Library | Content they were assigned to | Content they are assigned to or are the host of | All | All |
Import/Edit Files in Library or Supporting Documents | – | – | All | All |
Import/Edit External Links in Library | – | – | All | All |
Import/Edit Box Files | – | – | All | All |
Manage Tags | – | – | All | All |
View Coaching Dashboard | – | If users are assigned to team | If users are assigned to team | If users are assigned to team |
Pin Content to Homepage | – | – | All | All |
Assign Folder Permissions | – | – | All | All |
Miscellaneous
Action | Individual | Manager | Coach | Publisher |
View Reporting Page | – | Can view Individual Summary | All | All |
Manage Tags | – | – | All | All |
View Coaching Dashboard | – | If users are assigned to team | If users are assigned to team | If users are assigned to team |
Create/Manage Pages | – | All | All | |
Leave A Comment?
You must be logged in to post a comment.