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What does each administrative role do? (Principal, Teams, Billing, Settings)

diio splits the administrator 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. The Starter plan has no sub-roles: there's a single "Administrator" role.

Main Administrator

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

Teams Administrator

Manages the team structure and playbooks within diio:

  • Create, edit and delete teams.

  • Assign Leaders, Coordinators and Executives to teams.

  • Move people between teams.

  • Create, edit and delete playbooks (Coordinators can also manage them).

Billing Administrator

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.

On the Enterprise plan, the Billing page is hidden for this role.

Settings Administrator

Manages integrations and the analysis system configuration:

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

  • Configure specific fields and CRM mapping.

  • Manage the company glossary and validations.

  • Manage API and Webhooks

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