Understand Totango user licenses

Each user of Totango must have a license assigned within user management. We refer to this assignment as a named user license.

Totango offers three user license options for purchase:

  1. Practitioner (formerly Spark): Full Totango platform functionality, designed for admins and daily active users
  2. Contributor (formerly Zoe): Limited Totango platform functionality, designed for team members who manage accounts, tasks, and touchpoints.
  3. Viewer: Read only Totango platform functionality, designed for leadership and team members who require visibility into customer data, workflows, and performance.

Feature comparison

Use the following table to compare features available with each license. 

Some capabilities can be removed from user access via roles and permissions, but capabilities cannot be added outside the scope of the license, as listed below.

Capability Practitioner Contributor Viewer
My Portfolio
My Portfolio widget -

no reset to "my" customers
no data for "my" activity
no tasks assigned "to me"
Attention -
My Folder -
View account profiles
All tabs and widgets, including health

View user profiles -
Edit attributes
Only text attributes, lifecycle statuses, post-completion tasks, segment views, and bulk edit if allowed
Modify account assignments
Create, update, delete contacts -
Archive accounts
Update account configuration
Quick Actions
Add touchpoint
Including email-to-touchpoint
Add task -
Create segment
save private segments, no access to triggers

 create access but not save, no ability to follow
Add asset
account profile only
Add objective - -
Run manual SuccessPlay
from Notifications (My Portfolio) or segment views
Request information
from Notifications (My Portfolio) or segment views
Generate presentation -
Create account - -
Scorecards -
read only, no ability to filter by "my"
Canvas -
read only
Segments -
no access to segments in a BLOC; see "Quick Actions" above for more details

read only access to segments in a BLOC, create access but not save
SuccessPlays -
read only
Campaigns -
read only
Reports -
read only
Assets -
account profile only

read only (download if applicable)
Executive Console
Customer Health (console)
Refers to console access only. Customer health is visible in other areas.
Revenue Center - -
Team Spotlight -
Usage Monitor
Refers to console access only. Usage is visible in other areas.
Edit profile
Signature, picture, notification preferences, password
Switch between teams
Inherit team account set and advanced settings
Customize menu and select a homepage -
Access Global SuccessBLOC -
search access to Global segments

read only
In-app access to Marketplace -
read only
Other permissions
Can share via Zoe (assistant) - -
Can have Global Settings permissions - -
Can be selected as a campaign sender
via named user; sender by role requires account assignment via integration or SuccessPlay
Can be assigned to an account -
allowed via integration or SuccessPlay
Can access the Totango app in Salesforce (if configured)


Question: Can I change an active Practitioner or Contributor user to a Viewer license?

Answer: No, if you have a need to change a user to a Viewer license, you must delete the user (including reassign resources), and invite the user again with the same email address under the new license type. Learn more.

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