🏄
Getting Started
➡
Pushing data to Vitally
⬅
Getting data out of Vitally
🔁
Managing the customer lifecycle
💟
Account health scores & metrics
📊
Reporting & Segmentation
🔔
Automated Playbooks & Alerts
💯
Using Vitally's NPS surveys
⚙
Administration
Managing your organization
Manage your payment, seats, and more.
Account & Billing Overview
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.
Manage seats (licenses)
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.
Using Vitally's NPS surveys - Previous
Limit audience for NPS surveys
Next - Administration
User Roles & Permissions
Last modified 2mo ago
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