Zoe Web (direct) allows limited access to Totango features for designated users.

Administration for Zoe Web users

• Zoe Web users require a Totango user profile with a Zoe license specified
• Zoe Web users log into Totango in the same way as all other Totango users
• Zoe Web users can switch between teams and view the account scope for the team(s)
• Zoe Web users cannot have a permission-based role on a team but can have an account assignment team role

What you can do in Zoe Web

Zoe Web users can use limited features within My Portfolio and account profiles. See feature comparison for more details.

1. My Portfolio
   • Notifications: See notifications for accounts in your team(s) and act upon them
   • Agenda: View and complete tasks assigned to you
   • Attention: Pin important accounts to attention and revisit them in future
   • My Folder: Create and save private segments
   • Quick actions bar (+): Add touchpoint, add task, add segment

   Limitations: No access to the My Portfolio widget. No quick actions for adding accounts, requesting information, or running SuccessPlays.

2. Account profile
   • View all account profile information
   • Quick actions bar (+): Add touchpoint, add task, add asset, generate presentation

   Limitations: View-only access to attributes (except 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
   • Create new segments (private) for account, user, and custom collection objects
   • Use segment views: List, Progress, Timeline, Work
   • Use segment filters for revenue, "change," flow, campaign, SuccessPlay, and more

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

4. Search and navigation
   • Search for accounts in the team account scope
   • Find shared segments (in the Global SuccessBLOC)
   • Edit your profile (e.g., signature, picture, notification preferences, password)

   Limitations: No access to SuccessBLOCs or global/team settings. No access to send customer information from Totango (Zoe assistant)

Suggested uses for Zoe Web

Let's see how a renewal manager, Anette, might use Zoe Web 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 Zoe Web 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.
   

Feature comparison for Spark and Zoe Web

Use the following table to compare features available to regular users provisioned with a Spark license vs. Zoe license.