Use Totango as a Contributor

Totango "Contributors" can access limited platform functionality for purposes of basic account management. Contributors are typically team members who manage accounts, tasks, and touchpoints but don't need full platform functionality. 

See all user license types for more details. Contributor licenses were formerly known as "Zoe."

What you need to know about Contributors

What you can do in Totango as a Contributor

Contributors can use limited features within My Portfolio and account profiles.

See feature comparison for more details.

  1. My Portfolio

    Limitations: No access to the My Portfolio widget. No quick actions for adding accounts. Can request information or run SuccessPlays from the Ellipses menu on Notifications tab or segment views (Timeline, Work).

  2. Account profile

    Limitations: View-only access to attributes (except text attributes, lifecycle statuses, and updating attributes in post-completion tasks). No access to user profiles. No quick actions for adding objectives, requesting information, or running SuccessPlays. 

  3. Segments

    Limitations: No access to tag automation via segment triggers. Creation of private segments only.

  4. Search and navigation

    Limitations: No access to SuccessBLOCs, Global SuccessBLOC, Marketplace (in-app), Executive Console, or global/team settings. No access to send customer information from Totango (Zoe assistant).

Suggested uses for Contributors

Let's see how a renewal manager, Anette, might use Totango as a Contributor to manage her renewal workflow.

  1. When a task gets assigned to Anette (by any other team member), she receives an email. Anette can click the email to log into Totango and jump right to her tasks.
  2. From the Agenda tab of My Portfolio, Anette can view the task and perform the work. 
  3. When finished, she can add a post-completion touchpoint and mark the task complete.
  4. All other team members see the notification from Anette's activity.


Question: I have a "Contributor" license assigned to my profile. Why can I update lifecycle attributes from the Status widget on the account profile but not from the All tab?

Answer: This is a known issue. If a lifecycle attribute is not in the Key Info or Status widget of an account profile, you may update it by adding that attribute to a segment column.

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