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Account Role Access

Account Role Access

Owned by Awele Nwaeze
Last updated: May 31, 2024
2 min read

The following table shows product access by account role:

Account Role

Discover

Compare

Teams

Develop

Coach

Assess

Train

Account

Analytics

Data Export

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

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