Account Role Access
- Awele Nwaeze
- Joseph King
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 | ||||||
Download Teams Reports | ||||||
Coaching Conversations | ||||||
Schedule Conversations | w/ Coach | w/ Coachees | ||||
Update Conversation Appointment | w/ Coachees | |||||
View Conversation List | w/ Coach | w/ Coachees | All | All | ||
View Conversation Content | w/ Coach | w/ Coachees | ||||
Update Conversation Content | ||||||
Teams (v1) - Teams are User Based | ||||||
Create Teams | ||||||
View Teams | ||||||
Update Teams | ||||||
Delete Teams | ||||||
Classes | ||||||
Create Class / Update Classes | My Classes | All Account Classes | All Account Classes | |||
Add Learners / Remove Learners | My Classes | All Account Classes | All Account Classes | |||
View Class | My Classes | All Account Classes | All Account Classes | |||
Labels | ||||||
Create | ||||||
Read | ||||||
Update |
| |||||
Delete | ||||||
Account Administration | ||||||
Edit Account Logo | ||||||
Edit Account Address | ||||||
Edit Account Results Sharing Settings On / Off | ||||||
Manage User Roles in Account | Limited (Admin, Coach) | Limited (Owner, Admin, Coach) | ||||
Manage Account Coaching Templates | ||||||
Credit Management (Allow specific roles access to account credits) | ||||||
Analytics | ||||||
View and use Analytics | ||||||