Do we have different user roles?
Yes, we offer three user roles: User, Spectator, and Admin. Each role includes a different level of access within the platform. Admins have full access to all platform features. Users have access to a limited set of features. Spectators can view proposals and reports, but they cannot create or send proposals.
You can find a full comparison of each roleβs permissions in the table at the end of this page.
You can set the status of users at the very start, or even after they have signed-up.
To set the status at the start, just select from the drop down that you see when entering their email address:
If you want to change someone's status after they have signed up, you need to find their name on the Team list, click on the dropdown to the right of their name and select the status they should have:
Unsure how to get to your Team list? This article will help π
The difference between Admin, User and Spectator:
To help you to manage your account, we have an Admin user role, which has more access that the regular 'User' role. Below we have outlined the differences:
| Spectator | User | Admin |
Add/Edit Content (Products, Videos etc.) | π« | π« | β |
Add new Templates | π« | β | β |
Edit Templates | π« | π« | β |
Team Settings (Add/Remove Users) | π« | π« | β |
Company Settings | π« | π« | β |
Company Insights | β | π« | β |
Individual Insights | β | π« | β |
Send Proposals | π« | β | β |
Add contacts | π« | β | β |
Edit Block (e.g. Product prices on proposals) | π« | β | β |


