Siro has four roles you assign to a user, each of which comes with its own set of permissions:
Owner
Admin
Coach
Rep
There is also a fifth role, Organization-group admin, which comes from managing a group of organizations rather than from a setting on the Users page. See below.
Owner
Owners have the same full access as Admins, plus the ability to transfer ownership of the organization to another eligible user.
Admin
Admins have full access to Siro. They can:
Add and remove licenses (added via the Users page, and then confirmed in the Billing portal)
Create new Conversation Types (e.g. D2D, In-Home)
Add themselves or others to any Conversation Types
Add themselves or others to any team, not just those they coach
Activate or deactivate integrations
View all recordings, regardless of conversation type (excludes private recordings)
Organization-group admin
This role is for customers whose Siro account spans several organizations — for example a franchise with a separate organization per location. Those organizations are collected into an organization group, and an organization-group admin manages that group. They can:
Do everything an Admin can do, but across every organization in the groups they manage rather than in a single organization
Use the extra Group Admin section in the web sidebar, which holds Manage organization groups and Manage organizations
This role is granted on the organization group itself, not by setting a role on the Users page — so it does not appear as a role in your Users list.
Coach
Coaches have visibility and management over the teams they're assigned to. They can:
Add or remove Reps or other Coaches on Teams they coach
Open the "Reps" screen from the menu in the Mobile App to see a list of reps and their recording status
View recordings and analytics for all reps on their assigned teams
Rep
Reps are end users focused on recording and reviewing their own conversations. They can:
Record conversations using Siro
View their own recordings, including scorecards and coaching spotlights
View recordings that have been shared to the feed (or surfaced via search) for any team, as long as they fall under a Conversation Type the rep is assigned to — not just their own team
Comment on their own recordings, as well as those that have been posted to the feed
Have questions or need help?
Our Support team is here to assist. You can send us a message from the help menu in the mobile app, via the Get Help button at the bottom of the left sidebar on the web app, or send us an email at support@siro.ai.