Managing user roles in diio is simple and allows you to adjust access levels according to your team’s needs. You only need to have the Administrator role to make changes.
Accessing Settings
Click on Company Settings, located at the bottom of the left-hand menu next to your name.
Users
Within the Users tab, you’ll see your current user list and be able to manage their permissions. Available roles are:
Executive: Users who have diio in their meetings. These users require a paid license.
Leader: Users who have access to all meetings within their team but do not have diio in their own meetings. These accounts are free.
Viewer: Users who can only view meetings that have been shared with them. They appear without a role assigned and do not require a paid license.
Administrator: Users with permissions to configure the diio account.
A user can have more than one role at the same time.
The number of available Seats corresponds to the paid licenses included in your plan. If you need to adjust the number of seats, click the “+” next to the Users title, there, you can increase or decrease the number of seats as needed.
User List
In the user list, you can enable or disable Executive, Leader, or Admin permissions.
You can also click the three dots on the right-hand side to deactivate a user, which prevents them from accessing diio.
Note: deactivating a user does not reduce the total number of seats in your plan.
If you deactivate a user, you will lose the history of their meetings analyzed by diio.
How to Add New Users
To invite new team members to diio, simply send them the login link. Once they log in, they are automatically added to your company’s account as Viewers.
To update their access, go to the user list and assign them the roles you need.
By following these steps, you can efficiently manage user roles in your diio account and ensure that the right team members have access to the tools they need to improve their performance.