Managing your organization
You can manage your organization settings by navigating to your settings tab and viewing the Account & Billing page.
From here, you can...
Change your organization name
Select a new plan
Change your billing email address
Change the currency format for all revenue figures in Vitally (note: this does not convert currencies, but ensures that the proper symbols are shown in Vitally)
Update your billing details.
You can also view and manage your seats in Vitally. To add or remove a seat, click the Manage button next to the type of seat you wish to adjust. You can see also confirm the associated monthly cost which each seat type.
Observers are "light" seats that have reduced functionality compared to our fully-featured seats.
Observers can:
View all data in Vitally
View all activity in Vitally, including tasks, notes, indicators, conversations, and more
Connect their Gmail accounts to Vitally to ensure their customer email conversations are visible to other team members
Collaborate in discussions with other team members
Create custom views to organize the data they want to see
Observers can't:
Create any activity objects (notes, tasks, conversations)
Create any Playbooks, Indicators, or Segments
Participate in conversations with customers
Modify or create any customer data
Make changes to any account settings
