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:
- 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, including health |
✓ | ✓ |
✓ |
| View user profiles | ✓ | - |
✓ |
| Edit attributes on account profile | ✓ | - Exceptions: Can edit lifecycle statuses, post-completion tasks, and add new attribute values (All tab) |
- |
| Edit attributes in segment views | ✓ | ✓ All editable attributes 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 | ✓ | ✓ | - |
| Update, reassign, delete tasks | ✓ | ✓ where they are the assigner |
- |
| Complete tasks | ✓ | ✓ where they are the assignee |
- |
| Create segment | ✓ | ✓ save private segments, no access to triggers |
✓ can create segments but not save, no ability to follow segments |
| 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 |
| 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. |
✓ | - | ✓ |
| 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 | ✓ | ✓ | ✓ 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) | ✓ | ✓ | ✓ |
FAQs
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.