User Management: Roles and Statuses

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User Roles and User Statuses

 

Each SPOTIO subscription provides you access to three different User Roles and User Statuses. The User Role determines how a User can access SPOTIO and which features they can view. The User Status determines whether the User may access SPOTIO.

 

What’s Covered in this Article:

  • User Role
  • User Status

 

What are the User Roles?

Your SPOTIO account has three User Roles: Sales Representative, Manager and Administrator. Each role determines how the User will access SPOTIO and the features available to them.  

 

Sales Representatives:


Sales Representatives have access to SPOTIO via the mobile or web application. A Sales Representative may have global or limited access to the leads they can view based on the account admins preference.

Managers:

Managers have access to SPOTIO from both the mobile and web app. They also have access to non-admin features such as reporting and appointment scheduling. Managers may have global or limited access to the leads they can view based on the account admins preference.   

Administrators:

Administrators have access to SPOTIO from both the mobile and web app. They have global access and may view all leads within the account. They may also manage and customize all aspects of the SPOTIO account including users, billing, and security processes.

  

What are the User Statuses?

User statuses determine if a User has access to SPOTIO. A User may have one of the following statuses: Pending, Trialing, Active or Suspended.  

Pending: 

Users with a Pending status have been forwarded their invitation to activate their SPOTIO accounts, but they have not accepted them. A pending user is not billed and cannot be suspended because their accounts have not been activated. You will only see an option to Invite the user until they have accepted.

Trialing: 

Users with a Trialing status have accepted their invitations and have activated their SPOTIO accounts. They will appear as Trialing for 7 days and are not billed during this time. Trialing users may be suspended.

Active: 

Users with an Active status have active accounts and are billed for having an active user license. Active users may be suspended.  

Suspended: 

Users with a Suspended status do not have access to SPOTIO from the mobile or web app and are not billed to the account.

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