User roles in Showpad

What's in it for you

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.

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 who can:

• Access the payment portal for billing
• Change the account name
• Delete or create other administrators or revoke access
• Delete or create users or revoke access
• Manage content, Experiences, and courses
• See all user, content, and activities reports

2. An administrator has access to all functionality on the Online Platform, except for the billing information and changing the account name. They can't delete or change the owner. Administrators can:

• Delete or create other administrators or revoke access
• Delete or create users or revoke access
• Manage content, Experiences, and courses
• See all user, content, and activities reports

Here's what Administrators see after logging in:

3. 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. Specifically, they can:

4. A user has access to the channels and content that 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 channels. Users can:

Below is a screenshot of what they see when logging into Showpad's Web app.

Note: Accounts with divisions enabled can also have a 4th type of user, called Division Managers or Promoted Members. Click here to find out more about Divisions and that user role.