Account Role Access
The following table shows product access by account role:
Account Role | Discover | Compare | Teams | Develop | Coach | Assess | Train | Account | Analytics | Data Export |
---|---|---|---|---|---|---|---|---|---|---|
Invitee | Yes | No | No | No | No | No | No | No | No | No |
Owner | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Admin | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | Yes |
Facilitator | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No |
Coach/Coachee | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No |
Member | Yes | Yes | Yes | Yes | No | No | Yes* | No | No | No |
Partner | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | No |
*Train limited to Resources and Certification
Permissions by Feature
The following table shows feature access by account role.
Function | Invitee | Member | Coach | Facilitator | Admin | Owner |
---|---|---|---|---|---|---|
Results Visibility (If Connected or Open Sharing) | ||||||
View SDI 2.0 Results without Overdone Strengths | Same as Member | |||||
Overdone Strengths | With Coaching Connection | |||||
Guided Discover Debrief | Coachees Only | |||||
Invitations | ||||||
SDI 2.0 Invite | Yes, if purchased and reserved when enabled in account | |||||
SDI 2.0 Remind | Yes, if purchased and reserved when enabled in account | |||||
Cancel SDI 2.0 Invitation | Yes, if purchased and reserved when enabled in account | |||||
Credit Management and Purchasing | ||||||
Can Purchase Assessment Credits | Self Only (Reserved) | |||||
Can Purchase Training Credits | ||||||
View Credits Pool, Invitation Metrics and Member Limits | ||||||
Connections | ||||||
Send Connection Invitation | ||||||
Approve Connection Invitation | ||||||
Ignore Connection Invitation | ||||||
Break Connection | ||||||
Send Coaching Connection Invitation | ||||||
Approve Coaching Connection Invitation | ||||||
Break Coaching Connection (Pending or Established) | Self and Others | Self and Others | ||||
Reporting | ||||||
Download Others Reports | ||||||
Download my Reports | ||||||
Export User List |