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 licenses for users:
- Practitioner (formerly Spark): Full Totango platform functionality, designed for admins and daily active users
- Contributor (formerly Zoe): Limited Totango platform functionality, designed for team members who manage accounts, tasks, and touchpoints.
- 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 |
| Notifications | ✓ | ✓ | ✓ no data for "my" activity |
| Agenda | ✓ | ✓ | ✓ no tasks assigned "to me" |
| Attention | ✓ | ✓ | - |
| My Folder | ✓ | ✓ | - |
| Accounts | |||
| View account profiles All tabs and widgets |
✓ | ✓ |
✓ |
| View user profiles | ✓ | - |
✓ |
| Edit attributes | ✓ | - except lifecycle status, post-completion tasks, segment views and bulk edit |
- |
| 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 | ✓ | - | - |
| SuccessBLOCs | |||
| Scorecards | ✓ | - | ✓ read only, no ability to filter by "my" |
| Canvas | ✓ | - | ✓ read only |
| Segments | ✓ | - | ✓ 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 |
| Executive Console | |||
| Customer Health | ✓ | - | ✓ |
| Revenue Center | ✓ | - | - |
| Team Spotlight | ✓ | - | ✓ |
| Usage Monitor | ✓ | - | ✓ |
| Navigation | |||
|
Edit profile Signature, picture, notification preferences, password |
✓ | ✓ | ✓ |
|
Switch between teams Inherit team account set and advanced settings |
✓ | ✓ | ✓ |
| Search | ✓ | ✓ | ✓ |
| 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 | ✓ | ✓ | ✓ |
| Can be assigned to an account | ✓ | ✓ | - |
| Can access the Totango app in Salesforce (if configured) | ✓ | ✓ | ✓ |
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