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👋
Welcome
🏄
Getting Started
PHASE 1: Integration
PHASE 2: Configuration
PHASE 3: Customization
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
⬅
Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
⚡
Other integrations
Slack
Zapier
🔁
Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
💟
Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊
Reporting & Segmentation
Viewing Customer Datasets
Custom dashboards
Measuring Net Revenue Retention (NRR)
Reporting dashboards for your Customers, Trials, Team, and NPS scores
Segmentation
Views
Product event history
🔔
Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
Playbook FAQs
📝
Activity items
Notes
Tasks
Conversations
Projects
Task, note, and project categories
💯
Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Limit audience for NPS surveys
⚙
Administration
Managing your organization
User Roles & Permissions
Assigning (user) owners to accounts
Assigning CSMs & Account Executives (AEs) to accounts
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Removing user <> account associations
If a user is accidentally associated to an account, or you simply need to remove a user from an account in Vitally, there are a few ways to do so:

Via the user's Accounts on their profile page

When on a user profile, if you hover over an account in their Accounts list, you'll be able to remove the user from that account.

Via the Users list on an Account's profile page

When on an Account's profile page, navigate to their Users. There, you can select the users to remove from the account.

Via the Segment API

Our Segment integration supports removing users from accounts. See this article for more info.

Via the Vitally API

The Vitally API supports removing users from accounts. See this article for more info.
Administration - Previous
Using Cards & Decks to customize account & user displays
Next - Privacy & Security
Setting up SAML v2 SSO
Last modified 3mo ago
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Contents
Via the user's Accounts on their profile page
Via the Users list on an Account's profile page
Via the Segment API
Via the Vitally API