How to Update Permission Settings

Chorus user Permissions are here to get the right team members more involved, protect data privacy, and empower your sales team!

 Here are some ways Permissions can make your life easier:

• Allow managers to invite users, if managers at your organization own new hire onboarding. 
• Limit deletion or modification of conversation data to only users with the right level of access.
• Enable internal sharing only, and control data sharing by defining who can send recordings to users outside of your organization. 
• Allow managers to download recordings, so they can listen to recordings offline at their leisure.
• Let Managers develop their own coaching initiatives for their teams. Get managers involved in developing a coaching culture for their teams. 
• Empower managers or reps to create trackers for their team’s talk tracks. Tracker creation doesn’t have to be managed solely by Chorus Admins anymore; by setting role-based permissions, team members can contribute to tracker creation. This will enable managers to get more involved in coaching, and reps to create trackers for the key words and phrases they are working on.
• Unlock peer-to-peer coaching for Reps, or alternatively, limit access to scorecard completion to Managers or Enablement users.

Role Permissions

Each Chorus user is assigned to a specific “role” within Chorus. These roles parallel those in a typical Sales Org: 

• Admin
• Enablement / Leadership
• Manager (AE / Other)
• Manager (SDR)
• Rep (AE / Other) -- Customer Success and Account Managers will have the best experience here
• Rep (SDR)

It’s important to ensure your users are assigned to the correct Chorus role for their position as their user experience is tailored to the needs of each position. For example, managers’ home page is their team’s recordings, while Reps’ homepage is the My Recordings page. (To change someone’s role in Chorus, go to Settings > User Management > Users.) 

Each role can have its own set of permissions beyond homepages. Permissions settings will affect every person who is assigned to that specific role. For example, adjusting permissions for “Rep (AE/other)” would affect every individual person who is a Rep (AE/other). 

The Roles and Permissions page can be found by clicking on your initials > Settings > User Management > Roles and Permissions. 

By default, permissions are automatically set such that each role can: 

The default settings for each role can be adjusted as needed. To change permissions for a role and everyone assigned to that role, hover the cursor over the role type you want to change and click “edit”:

From there, you’ll be taken to the permissions page for that role; here’s what it looks like for Manager (AE/Other):

Let’s go into a breakdown of what each permission block means. 

1. General
At the top of the first row you’ll see two tabs: “General” and “Members”. The General tab is the page with all the permission settings on it, and the Members tab lists everyone who will be affected by changes made to permissions.



Under that is a brief description of the role next to Default License type. The license type will be auto-selected to be either Recorder or Listener, depending the role. Reps are automatically set to be recorders where as everyone else (Admin, Enablement, and Managers) are set to be listeners. As a refresher, Listeners can view calls, comment, and make playlists, but cannot record their own calls in Chorus. 

To change the license type for new users in a specific role, select the one you want and click “save”.

2. Administrative settings include System Settings and User Management. By necessity, only the Admin role has baked-in access to all pieces in Administrative settings, and this cannot be changed. Should you want other role types to have access to any of these, select the ones you want for that role and click “save”.



Integrations - checking this will allow a role type to set up Chorus integrations such as CRM and Dialers. 

Organization Settings - checking this will allow a role type to change organization-wide settings such as compliance and meeting rules.

Invite and Manage Users - checking this will allow non-admins to invite users with existing team assignments.

Teams and Data Access - checking this will allow a role type to create and edit teams, as well as dictate which records each team has access to in Chorus. 

Roles and Permissions - checking this will allow adjustment of roles and permissions for others.

3. Recordings
This section is broken down into 4 quadrants:

Edit/Delete Recordings: decide which recordings a particular role can edit or delete: all recordings in Chorus, their own recordings, or none. Click to learn how to delete recordings

Share Recordings: decide who this role type can share your organization’s recordings with: anyone in the world, only their colleagues, or no one. Limiting this is helpful to prevent sensitive information from being shared. Click to learn more about how to share recordings 

Make Recordings Private: decide which recordings a particular role can hide from the rest of your organization: anyone’s recordings, their own recordings, or none. Being able to make recordings private might be useful for Leadership and Managers for sensitive calls, but might not make sense for all reps. Disabling this for some folks can help block unwanted hiding of calls. Click to learn how to make recordings private 

Download Recording Content: decide which recordings a role type can download: any recordings, only their own calls, or none. Enabling this can be helpful for managers who want to review calls while on a plane, traveling, etc. Click to learn how to download content

4. Coaching
Coaching is broken down into Initiatives and Scorecards.

Initiatives and scorecards go hand-in-hand. An initiative is a specific subject managers are interested in coaching on, and scorecards measure how well individuals are doing in that subject during an individual call. This means initiatives facilitate tracking performance and progress over time. (Initiatives are found by clicking on the Deals page with the megaphone icon).

Decide who can create initiatives and who can complete scorecards in these two columns. Allowing managers to create initiatives is great for getting managers involved in developing a coaching culture for their teams, while enabling Reps to complete scorecards for others on their team will unlock peer-to-peer coaching.
Click here to learn how to create scorecards 

5. Tools
Monitoring talk tracks is super easy with Trackers. Letting Managers create trackers themselves is helpful to get them more involved in coaching and team management, and letting Reps create their own trackers is great for self-monitoring the key words and phrases they are working on.

Click here to learn more about creating trackers 

6. Save your changes!
Hitting save at the bottom of the page will update the permissions for everyone in that role. These permissions can be changed as often as you like, and default permission settings can be restored if desired.