Skip to main contentRole Hierarchy
Sales Role
Primary Purpose: Content consumption and sharing for sales activities
Core Capabilities
- Browse and search the Content Library
- Copy content to clipboard for manual sharing
- Post content directly to LinkedIn
- Bookmark favorite content for quick access
- Participate in leaderboard activities
Navigation Access
- Dashboard
- Content Library (full access)
- Leaderboard (participation and viewing)
- Profile settings (personal information management)
Restrictions
- Cannot upload new content
- Cannot edit existing content
- Cannot access Analytics dashboard
- Cannot manage users or organizational settings
- Cannot set recommended content
Marketing Role
Primary Purpose: Content creation, management, and sales team enablement
Core Capabilities
- All Sales role permissions and features
- Complete content consumption and sharing capabilities
- Upload new content to the platform
- Create and manage content variations
- Edit existing content (titles, descriptions, categories, tags)
- Delete content
- Set recommended content
Navigation Access
- Dashboard
- Upload Content page (exclusive access)
- Content Library (full access)
- Leaderboard (participation and viewing)
- Profile settings (personal information management)
Organization Admin
Primary Purpose: Platform administration and organizational oversight
Complete Access
- All Marketing role permissions and features
- Full platform administrative capabilities
- Organizational management and oversight
User Management
- Invite new users to the organization
- Manage user roles and permissions
- Remove users from the organization
- View all user activity and engagement
Administrative Features
- Access to Analytics dashboard with comprehensive insights
- Category management (create, edit, delete, assign colors)
- Tag library management and organization
- Feature settings and platform configuration
