It's important to have a separation between managing your content and courses versus sharing assets and taking tests. That's why we created different user roles on Showpad's Online Platform.
Owners and Administrators manage users, content, and courses. Managers review pitches and keep track of their team's progress. Showing and sharing the provided content is usually done by sales representatives, defined as users on the Online Platform. Users share content and take courses. All these different user roles have different permissions that are explained here.
See how it works
Step by step explained
In general, there are four types of users on the Showpad platform:1. An owner. This is the first user that was used for creating your Showpad organization during your trial. You cannot change the owner yourself. We advise you to contact your Customer Success Manager if you need to transfer ownership to a new user. You can see the owner as a master administrator.
Below is a screenshot of what they see when logging into Showpad's Web app:
|Change the account name||✓|
|Delete or create other administrators or revoke access||✓||✓|
|Delete or create users or revoke access||✓||✓|
|Manage content, Experiences, and courses||✓||✓|
|Define the default licenses applied during user creation||✓|
|See all user, content, and activities reports||✓||✓|
|View course breakdowns for their team||✓||✓||✓|
|View and grade their team's tests||✓||✓||✓|
|View and grade PitchIQ recordings||✓||✓||✓|
|Access their team's course completion insights||✓||✓||✓|
|Share content via the configured Experiences in the Showpad apps and Web app||✓||✓||✓||✓|
|Share content via our email plugins||✓||✓||✓||✓|
|Consult sharing statistics||✓||✓||✓||✓|
|Take courses assigned to them||✓||✓||✓||✓|
|Record and submit pitches for feedback||✓||✓||✓||✓|
|Review peer’s pitches||✓||✓||✓||✓|