Examples of User Types and Team Structures
Last updated: March 13, 2026
Every organization structures onboarding differently, but the pattern for assigning user types tends to follow a recognizable shape: a small ops or leadership group as Super Admins, the people who build and run onboarding as Creators, the active team in projects as Collaborators, and cross-functional contributors (Sales, Finance, Security) with task-only access as Contributors. Below are real-world examples across common team structures.
Example 1: Scaled Onboarding with CS Operations
Super Admin — CS Operations Manager: manages platform config, user roles, and reporting.
Integrator — RevOps Engineer: maintains CRM and automation integrations.
Creator — Implementation Manager: builds and maintains playbooks and project templates.
Collaborators — Onboarding Specialists, Customer Success Managers: run projects and communicate with customers.
Contributors — Product Specialist, Training Manager, Support Engineer: assist on specific tasks only.
CS Ops governs the system; implementation teams manage projects; supporting teams contribute where needed.
Example 2: Implementation-Led Onboarding Team
Super Admin — Implementation Manager: oversees workflows, users, and Insights across all projects.
Creator — Onboarding Specialist: creates and manages projects and playbooks, without user/settings access.
Collaborators — Customer Success Manager (prepares handoff), CS Leadership (reviews progress via Insights).
Contributors — Sales Rep (handoff tasks), Finance (billing/contract tasks), Security (compliance tasks).
Implementation leads own the platform; specialists manage projects; cross-functional teams contribute to specific tasks.
Example 3: Customer Success–Owned Onboarding
Super Admin — Customer Success Manager: manages users, settings, and onboarding workflows.
Creator — CS Operations Analyst: builds playbooks used by the CS team.
Collaborators — Onboarding Coordinator (customer-facing tasks), Support Lead (setup issues).
Contributors — Solutions Engineer (technical config), Legal (agreements), Marketing (enablement materials).
The CSM manages the platform and reporting; CS Ops builds the processes.
Example 4: Startup CS Team
Super Admin — Head of Customer Success: manages all users, settings, and reporting.
Creator — Customer Success Manager: creates onboarding projects and playbooks.
Collaborators — Onboarding Specialist (customer-facing), Support Lead (setup issues).
Contributors — Sales Rep (deal handoff tasks), Product Specialist (configuration tasks).
A small CS team keeps control of the platform while other departments contribute only when needed.
Example 5: Enterprise Delivery Organization
Super Admin — Director of Implementation: owns processes, reporting, and user management.
Integrator — IT or RevOps Specialist: configures CRM and automation integrations.
Creator — Implementation Consultant: manages enterprise onboarding projects and playbooks.
Collaborators — Technical Project Manager (coordinates timelines), Customer Success Manager (long-term relationship).
Contributors — Integration Engineer (technical tasks), Security/Compliance Team (documentation and approvals).
Platform governance stays with leadership; delivery teams manage projects; technical teams contribute only to relevant tasks.
These examples reflect common patterns, but your setup may look different. Start by matching roles to responsibilities, and adjust as your team and processes evolve.