In Dooly, everyone has a role with their unique level of permissions and access. Read on to learn more about the default user permissions and how to create ones that fit your team.
Dooly permissions by role
There are 3 default user roles: Regular Member, Playbook Curator, and Administrator. Use the table below to get a breakdown of the permissions of these default roles.
NOTE: "Guest" and "Deactivated" roles do NOT have a seat assigned to a subscription. Guest roles only have view only access to Dooly.
| Regular Member | Playbook Curator | Administrator |
Create, edit, and share pipeline views | ✅ | ✅ | ✅ |
Create, edit, and share notes | ✅ | ✅ | ✅ |
View templates | ✅ | ✅ | ✅ |
Create and edit templates | ✅ | ✅ | ✅ |
View playbook content | ✅ | ✅ | ✅ |
Create and edit playbook content | ❌ | ✅ | ✅ |
Manage seats and user permissions | ❌ | ❌ | ✅ |
Manage billing | ❌ | ❌ | ✅ |
Manage user permissions | ❌ | ❌ | ✅ |
Create custom user roles (Premier plan only) | ❌ | ❌ | ✅ |
Customize deal vitals (Premier plan only) | ❌ | ❌ | ✅ |
Customize Dooly user roles
On the Premier plan, Administrators have control to set who can create content in Dooly. For example, give your sales managers and enablement team access to create templates and playbooks that align with your winning sales process.
How to create a new user role
Go to your avatar in the top-right
Select Settings
Select Permissions
Click Create a role, and set your desired permissions
How to assign your new user role to your team
Go to your avatar in the top-right
Select Settings
Select Members
Click into the Account Type cell to select their new user role or deactivate that user entirely
Invite your team
Are your SDRs or SEs in Dooly? What about post-sale implementation and customer success teams? Teamwork makes the dream work!
When your whole team is in Dooly, it makes handoffs between each team smooth so everyone can get up to speed fast on an account and pick up the customer relationship where the last rep left off.
Go to your avatar in the top-right
Select Settings
Select Members
Click Invite in the top-right corner