Collective OS offers tailored user roles to help organizations manage their network presence effectively. Each role has specific responsibilities and access levels, ensuring a streamlined workflow and clear accountability within the platform. Below is an overview of each user role and its primary functions.
1. Admin
The Admin role is pivotal in managing an organization's profile and content, ensuring accurate representation in the Collective OS network. Admins have full access to all management modules and are responsible for:
Managing experts, clients, case studies, services, and solutions.
Keeping the organization profile up-to-date to reflect current offerings and expertise.
Configuring organization settings, including branding, privacy settings, and other foundational preferences.
This role ensures that the organization’s presence on Collective OS is comprehensive and aligned with its strategic goals.
2. Deal Maker
The Deal Maker role focuses on generating leads and converting opportunities into revenue. With access to the opportunities module, Deal Makers can:
Post new opportunities that showcase their organization’s offerings.
Respond to shared opportunities within the network to foster growth and partnerships.
Deal Makers play a crucial role in business development by actively engaging with prospects and creating new revenue streams.
3. Collective Manager
The Collective Manager role is designed to strengthen partnerships within the Collective OS network. Collective Managers are responsible for:
Completing partnership preference questions to align with potential collaborators.
Managing content sharing within formed collectives, ensuring that shared resources are beneficial and align with partnership goals.
Collective Managers help build and maintain productive connections, enhancing collaborative opportunities across the platform.
4. Expert
The Expert role is focused on creating a strong individual presence within Collective OS. Experts are encouraged to:
Build detailed, well-crafted profiles that accurately represent their skills and experience.
Position themselves to be highly searchable, as a comprehensive profile increases their visibility in search results.
Experts are essential to the network's value, as their profiles enhance discoverability, facilitating connections and potential engagements with other members.
5. Internal Viewer
The Internal Viewer role is designed for internal content access and search within the organization. Internal Viewers have the ability to:
View and browse content related to their organization.
Set up their profile and utilize the search function for internal browsing purposes.
This role enables users to stay informed and engage with internal resources, ensuring cohesive access to organizational knowledge.