Action | Individual | Manager | Productivity Coach | Executive |
Account Invitation* |
N | Y; Rep | Y; Rep & Manager | Y; Rep & Manager |
Import People* | N | Y; Rep | Y; Rep & Manager | Y; Rep & Manager |
Edit Profile | Y; Only Their Own | Y: Only Their Own | Y; For All Accounts | Y; For All Accounts |
Change Rep's Team | N | Y; Only For Team Members | Y; For All Roles | Y; For All Roles |
Deactivate Account* | N | Y; Only For Team Members | Y; All, Except Productivity Coach and Executive Roles | Y; All, Except Productivity Coach and Executive Roles |
Create/Edit Huddle | N | N | Y | Y |
Edit Huddle Event | N | Y; Only If Manager Is The Host | Y; For All Scheduled Event | Y; For All Scheduled Event |
Schedule Huddle Event | N | Y; Only For Self | Y; For Managers As Well | Y; For Managers As Well |
Add Participant to Huddle Event | N | Y; Only For Self-Hosted Event | Y; For All Events | Y; For All Events |
Clone Huddle | N | N | Y | Y |
View Huddle Library | Y | Y | Y | Y |
Create/Edit Certification | N | Y | Y | Y |
Clone Certification | N | Y | Y | Y |
Add Participant to Certification | N | Y; Only For Self-Hosted Certification | Y; For All Certification | Y; For All Certification |
View All Certification | Y | Y | Y | Y |
Review Certification | Y; If Listed As Reviewer | Y; If Listed As Reviewer | Y; If Listed As Reviewer | Y; If Listed As Reviewer |
Create/Edit Learning Path | N | N | Y | Y |
Add Participant to Learning Path | N | N | Y | Y |
Clone Learning Path | N | N | Y | Y |
Edit Host of Huddle, Certification, Learning Path | N | N | Y | Y |
Edit Certification Reviewer | N | Y; Only For Self-Hosted Certification | Y | Y |
View Reporting Page | N | Y | Y | Y |
Reporting: View/Export Manager Leaderboard | N | N | Y | Y |
Reporting: View Company Dashboard | N | N | Y | Y |
View Word Cloud (Feed) | N | Y | Y | Y |
Monthly Executive Report | N | N | N | Y |
*Productivity Coach and Executive roles can only be added/deactivated by contacting SalesHood (support@saleshood.com)
N - No
Y - Yes