The Coordinator is the operational role of a team in diio. Their job is to make sure every conversation on the team is analyzed with the right playbook and that people are properly assigned. They are not an Administrator (they don't touch account settings or billing) nor a Leader (they're 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 the team's 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 Teams Administrator.
Touch other teams' playbooks. Their scope is strictly their own team.
Access the account's diio settings: integrations, billing, API, Webhooks, glossary. That is Administrator territory.
View other teams' metrics. They only see data for the team they coordinate.
Coordinator vs. Leader: the key distinction
They're easy to confuse because both work with the same team, but they have different focuses:
The Leader focuses on performance: views metrics, identifies coaching opportunities, and reviews their executives' conversations.
The Coordinator focuses on operations: keeps playbooks up to date, makes sure each conversation has the right criteria, and manages who is on the team.
A team should have both.
How the Coordinator role is assigned
The Teams Administrator assigns the Coordinator role from diio settings → Teams → [team name] → Coordinator. Anyone in the account can be given the role, regardless of whether they already hold another one (for example, someone can be Coordinator of one team and Leader of another).