The Coordinator is the operational role of a team in diio. Their job is to ensure that each conversation of the team is analyzed with the correct playbook and that people are properly assigned. They are not an Admin — they do not touch account settings or billing — nor a Leader — they are not focused on metrics or coaching — although all three roles can coexist on the same team.
What a Coordinator can do
About the team's playbooks
Create and edit playbooks for their own team. They cannot touch other teams' playbooks.
Assign playbooks to team conversations.
Adjust the fields and configuration of the team's playbooks.
About the team's people
Move people between teams.
Assign playbooks to teams.
What a Coordinator cannot do
Create new teams. That is exclusive to the Team Admin.
Touch other teams' playbooks. Their scope is strictly their own team.
Access account settings: integrations, billing, API, Webhooks, glossary. That is Admin territory.
View other teams' metrics. They only see data for the team they coordinate.
Coordinator vs. Leader: the key distinction
They are confused because both work with the same team, but have different focuses:
The Leader focuses on performance: views metrics, identifies coaching opportunities, reviews their executives' conversations.
The Coordinator focuses on operations: keeps playbooks up to date, ensures each conversation has the right criteria, manages who is on the team.
A team should have both.