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:
|Account Invitation||–||Only individuals to their own team||All; to any roles and teams||Only individuals to their own team|
|Importing Users||–||Only individuals to their own team||All; to any roles and teams||Only individuals to their own team|
|Edit Profile||Only their own||Only their own||All||Only own profile|
|Edit user’s role and team||–||Only for team members||All||Only for team members|
|Deactivate Account||–||Only for team members||All||Only for team members|
|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|
|Create/Edit Pitch||–||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|
|Edit Pitch Reviewer(s)||–||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|
|View Reporting Page||–||Can view Individual Summary||All||All|
|Create/Edit Category in Library||–||–||All||All|
|Import/Edit Files in Library or Supporting Documents||–||If specified as owner||All||All|
|Import/Edit External Links in Library||–||If specified as owner||All||All|
|Import/Edit Box Files||–||If specified as owner||All||All|
|View Manager Leaderboard||–||If users are assigned to team||If users are assigned to team||If users are assigned to team|