SPOTIO released Custom Role Creator, letting account admins build up to 10 custom roles beyond the three system roles, with record and activity access, settings access, territory scope and export rights set per role and enforced on web, mobile and the API. The same release adds per role control of SPOTIO's AI, separating chat from AI Actions, the permission that lets the DASH assistant add notes, update records and queue follow ups for a user, plus a separate switch for connecting SPOTIO data to outside AI clients through its MCP connector.
Field sales teams can give reps an AI assistant that answers questions without letting it change records, and keep MCP access to a few roles. Rollout to all accounts is staged.