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What is a Role?
Roles are user types available in Spekit. They include:
1.) Viewer: This user type has read-only access to content.
2.) Expert: Experts can edit, create, and delete Speks, Spotlights, Knowledge Checks and Flows. They will also receive any feedback related to Speks they are assigned. Often this role is given to people who are Subject Matter Experts. For example, a BDR manager may have Expert access to the BDR Onboarding Topic.
3.) Team Admin: Team Admins have all of the same privileges as an Expert plus the ability to hide Speks and add or remove Viewers in the team(s) they’re associated with.
4.) Spekit Account Admin: Account Admins have access to all Topics in addition to all administrative privileges including
- Application integrations (i.e. Salesforce, Slack, etc.)
- Adding, reinviting, and removing users accounts
- Creation of Teams
- Analytics and Reports
- License Information
A user's Role determines the actions the user can take within a particular Team. You can also add users to only one or more specific teams to restrict or limit the content they see.
What are Teams?
A Team is a grouping of Viewers that will have access to see the same set of Topics and Speks. Teams help tailor a user’s experience by surfacing content relevant to the Viewer.
Note: Viewers can be a part of multiple Teams.
Teams are often determined and classified by a combination of
- Roles (i.e. Account Executives, Business Development Resource, Customer Success Manager, etc.)
- Departments (i.e. Revenue Organization, Customer Success, Product, etc.)
- Career Development (i.e. New Hires, Managers, etc.)
Teams will help narrow the audience when working with:
- Speks
- Spotlights
- Flows
- Knowledge Checks
- Reports
What is the benefit of using Teams?
Teams help tailor what information surfaces for a Viewer. This gives users confidence that the Speks they see will be relevant to them rather than having to sift through information. It is also helpful to use Teams when thinking about Spotlights. For example, if you are making an update to an AE sales process that is not relevant to the BDRs, you will only want to send an update via a Spotlight to the AEs. Read more about Spotlights here.
What is Team Spaces?
Team Spaces is an area for quick access to view what Topics are available by a Team. Each Spekit user will only see the Teams they have access to.
In the Web App, it is located at the top of the Wiki.
In the Chrome Extension, it can be found when selecting Wiki.
Teams Best Practices
The Spekit Account Admin role in Spekit can serve as many Teams in Spekit as they need; however, that is not the ideal setup. The Spekit Account Admin should only create Teams by how to segment company content by web tool or job function.
Examples:
- Outreach, Seismic, Zoominfo, Hubspot, Jira
- Sales, Support, Marketing, Engineering