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How to assign the Coordinator role to a team member

What a team Coordinator does, how far their scope reaches and how to assign or remove the role.

The Coordinator is the person who helps keep a team's configuration up to date. They can add people, edit that team's playbooks and track its members.

It isn't an administrative role. The Coordinator works only within their own team and has no part in the account settings: they don't manage integrations, validations, the glossary or billing. Designating a Coordinator per team distributes the workload without opening global access.

Being a Coordinator doesn't use up a seat either. They only use one if they're also an Executive on some team.

Assign the Coordinator role

  • Go to diio settings → Teams and open the team.

  • In the "People" section, locate the person you want to designate.

  • Open the three-dot menu on their row.

  • Select "Designate as Coordinator".

  • Confirm the notice, which reminds you that the Coordinator will be able to invite people to the team and manage its configuration.

Remove the role

Same path: three-dot menu → "Remove Coordinator role" → confirm.

The person stays on the team with their previous role, Executive or Leader. They only lose the management capabilities.

What to keep in mind

  • A team can have several Coordinators. There's no limit.

  • The Coordinator has no scope over other teams in the account.

  • Only the Teams Administrator or a Coordinator of that team can designate and remove Coordinators.

  • Since the Coordinator can edit their team's playbooks, they should know how the description, objective and evaluation criteria are written. A change there modifies the analysis the whole team receives.

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