User roles in Showpad Updated November 27, 2024 15:31 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 in Courses and Paths, and this role is only relevant for organizations that use Showpad Coach. 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 user roles have different permissions. You'll find a table of permissions per role at the end of this article. See how it works Step by step explained In general, there are four types of users on the Showpad platform: 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 contacting your Customer Success Manager if you need to transfer ownership to a new user. You can see the owner as a master administrator. An administrator has access to all functionality on the Online Platform. They can't delete or change the owner. Here's what Administrators see after logging in: A manager has access to their My Team hub. This area allows managers to oversee their team's course progress as a way to track learning initiatives. Below is what managers see when logging into Showpad's Web app: A user can access the Experiences and content the administrator creates. Sales reps or other users without administrator rights have the role of user. When logging in, they have immediate access to their Experiences. Below is what users see when logging into Showpad's Web app. Check the table below to understand the permissions for each user role: Administrative Owner Administrator Manager User 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 which default licenses are applied during user creation ✓ See all user, content, and activity reports ✓ ✓ Management Owner Administrator Manager User 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 ✓ ✓ ✓ Content Owner Administrator Manager User Share content via the configured Experiences in the Showpad apps and Web app ✓ ✓ ✓ ✓ Share content via our email plugins ✓ ✓ ✓ ✓ Consult sharing statistics ✓ ✓ ✓ ✓ Coaching Owner Administrator Manager User Take courses assigned to them ✓ ✓ ✓ ✓ Record and submit pitches for feedback ✓ ✓ ✓ ✓ Review peer’s pitches ✓ ✓ ✓ ✓ Note: Accounts with divisions enabled can also have another type of user, Division Managers or Promoted Members. Find out more about Divisions and that user role. Related articles Give users more permissions as Promoted Members Editing user details Managing your integrations Configure Salesforce connected apps and Visualforce Pages Creating Content Profiles for Dynamic Content Filtering