Roles and Permissions: Admin vs User

In Reo.dev, roles define the level of access and control a teammate has. Below are the key differences between the Admin and User roles:

Admin:

1. User Management:

   • Can add and remove other users from the Reo.dev workspace.

   • Assign roles (Admin or User) to teammates.

2. Integration Management:

   • Can connect and configure all integrations such as CRMs (e.g., Hubspot, Salesforce), sales automation tools (e.g., Apollo.io, Outreach.io), Github repositories, key docs, etc.

   • CRM Access Permissions: Admins can decide and toggle on/off CRM permissions for individual users. Only users with CRM access can send or sync data to the connected CRM via Reo.dev.

3. Create Custom Tags:

   • Has access to create and manage custom tags when creating segments for better organization and classification of account and developer segments.

4. Data Management & Deletion:

   • Can delete accounts and developer profiles/contacts within Reo.dev.

5. Settings:

   • Exclusive access to manage and modify product settings like notifications, Customer Fit Score, Product usage, etc.

6. Bulk Campaigns:

   • Can create bulk campaigns, a feature that enables adding multiple developers in a segment to an email sequence via sales automation and engagement tools (e.g., Apollo.io). Support for tools like Outreach, Hubspot, and SalesLoft is planned for future updates.

7. Open Communities:

   • Can add, edit, or delete keywords for tracking conversations across platforms.

   • Has full access to connect supported platforms and manage Open Communities settings.

8. Webhooks Management

   • Can create, edit, pause, delete, and test Webhooks.

   • Can map Webhooks to segments (Account & Developer segments only).

   • Can update a Webhook’s destination URL—if mapped to segments, new data will automatically be sent to the updated URL.

---

User:

1. Restricted Management:

   • Cannot add, remove, or manage other teammates.

2. Limited Integration Access:

   • Cannot configure integrations but can use features enabled by Admin-configured integrations.

   • CRM Access: Users can send or sync data to the connected CRM only if Admin permissions have been enabled for them.

3. Segment Access:

   • Can create segments but cannot add custom tags while setting up or modifying segments.

4. Bulk Campaigns:

   • Cannot create or manage bulk campaigns.

5. Open Communities:

   • Can view conversation results from tracked keywords.

   • Can apply filters (e.g., by keywords or platforms) but cannot add, edit, or delete keywords or manage platform connections.