diio divides the Admin role into four sub-roles that can be assigned independently or in combination to the same person. This lets you distribute administrative responsibilities without giving everyone full access.

Has control over who holds administrator roles. Can be assigned all possible administrator roles.

Teams Admin

Manages the team structure within diio:

Create, edit, and delete teams.

Assign Leaders, Coordinators, and Executives to teams.

Move people between teams.

Manages everything related to payment and the contract:

Add and change the payment method.

Edit tax information (company name, RUT, address).

Download invoices and payment history.

Purchase or release seats.

Change plan or start a trial.

Manages integrations and the analysis system configuration:

Connect and configure integrations (CRM, calendar, messaging, Slack).

Create, edit, and delete playbooks.

Configure specific fields and CRM mapping.

Manage the company glossary and validations.

Manage API and Webhooks.