Sphere for Teams
Sphere has recently added multiuser functionality for teams.
Agent
An Agent account is the same as a single user account except in the multiuser setting they can also assign tasks and transactions to other team members, see other team members contacts and transactions, and have access to a dashboard that gives them statistics on each team member.
Assistant
An Assistant can help Agents but does not have their own dashboard, contacts or transactions. They can only add and view that info for Agents on their team.
| Agent | Assistant | |
|---|---|---|
| Contacts | ||
| Create contacts | ✔ | ✔ |
| Owns contacts | ✔ | ✖ |
| View team member contacts | ✔ | ✔ |
| Transactions | ||
| Create transactions | ✔ | ✔ |
| Owns transactions | ✔ | ✖ |
| View team members transactions (without being assigned) | ✔ | ✔ |
| Assign transactions to other team members | ✔ | ✔ |
| Account Management | ||
| Assign to do items to other team members | ✔ | ✔ |
| Can leave team and move their data to a new team | ✔ | ✖ |
| Change team settings | ✔* | ✖ |
| Add new team members | ✔* | ✖ |
| Change/cancel subscription | ✔* | ✖ |
* Some of the roles only accessible by account creator.