Who can use this feature?
- Global admins or users who can manage Permissions within User Management
- Available on all plans and license types
Roles allow you to define what Totango functionality is available to your team members. You can set different roles for users when switching between teams.
Account assignment roles are special types of roles to indicate ownership of an account.
Understand default roles
Totango includes the following default roles. You cannot modify default roles.
Role | Description |
Global admin* |
Use all functionality of Totango and manage all access |
Regular user | Use all functionality of Totango, excluding exceptions defined within User Management > Permissions |
Team admin |
Same as regular users, including the ability to access a "Team Settings" menu from the left nav, which allows for the following:
Team admins cannot modify team account set or edit user profiles. |
*The global admin role is built-in. You can apply global admin access from within a user's profile (Global Admin check box).
Create a custom role
You can configure custom roles to define permissions per user, per team.
- From Settings, expand User Management > Teams.
- On the Roles tab, click +Add Role (or duplicate an existing role).
- Add a display name and description, which helps identify what the role is used for.
- Click Create Role.
Apply a role to a Totango user
For each team a user belongs to, apply the role that will apply to the user when switching between teams.
- From Settings, expand User Management > Totango Users.
- At the bottom of the profile, apply the preferred role under each team.
- Click Save.
You can also apply team roles via file upload or by assigning a default team role when adding members to a team from within team settings.
Define permissions for a role
Once a role is created, you can decide which permissions apply to the role. Set permissions for the following categories:
- Account
- Application
- Global settings
- Subscription
- From Settings, expand User Management > Permissions.
- For each of the below permissions to configure, set the following options:
- Only specific roles (define which roles apply; includes custom roles or account assignment roles)
- Every member of the team
- Everyone in account assignment
- No one (only available to global admins)
- Click Save.
Account permissions
Tasks: Decide who can create, update, delete tasks or run a SuccessPlay | |
Permissions |
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Account information: Decide who can update account attributes, forecast, account assignment, collections and about the company on account profiles | |
Permissions |
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Touchpoints: Decide who can add, update and delete touchpoints | |
Permissions |
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Account configuration: Decide who can update the account layout, visibility and widget configurations of the account | |
Permissions |
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Contacts: Decide who can add, update, and delete a contact | |
Permissions |
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Share accounts with contacts: Decide who can share account details with contacts | |
Permissions |
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Application permission
SuccessBLOC: Decide who can create SuccessBLOCs and access specific data in SB | |
Permissions |
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Filter scorecard by individual team's members: Decide who can view other CSMs performance on the scorecard | |
Permissions |
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Executive console: Decide who can access Executive Console from the left navigation | |
Permissions |
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Global SuccessBLOC: Decide who can access Global SuccessBLOC from the left navigation. | |
Permissions |
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Zoe: Decide who can create impact steps and share on Zoe | |
Permissions |
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Bulk edit: Decide who can edit attributes with bulk operation in segments | |
Permissions |
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Create new contact: Decide who can create new accounts in the system | |
Permissions |
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Segments: Decide who can create, read, and edit segment related settings | |
Permissions |
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Run standardized reports: Decide who can run standardized reports | |
Permissions |
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Attribute visibility: Choose who can see attributes, custom metrics, and hierarchy rollups that have been marked as “hidden.” | |
Permissions |
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Global settings permissions
General settings: Decide who can update general settings | |
Permissions |
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Engagement: Decide who can access and update engagement related settings | |
Permissions |
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Data management: Decide who can access and manage data related settings | |
Permissions |
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User management: Decide who can access and manage Totango user related settings | |
Permissions |
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Subscription permissions
Subscription modification: Decide who modify the subscription | |
Permissions |
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FAQs
Question: Can I edit a role name if the role is already applied to users?
Answer: The role will automatically update across all users where it is assigned.