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Other integrations
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Account health scores & metrics
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User Roles & Permissions
A breakdown of the permissions for each of the Vitally User Roles: Admin, Team Member, and Observer

Accounts & Users

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create & Pin Views
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β˜‘
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β˜‘
​
β˜‘
View Profile Data
​
β˜‘
​
β˜‘
​
β˜‘
Change Segments
​
β˜‘
SOME
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Edit Traits
​
β˜‘
SOME
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Assign & Change Key Roles
CSM | AE | Account Owner
​
β˜‘
​
​
Manually Create Accounts & Users
​
β˜‘
​
​
Change Subscription Details
​
β˜‘
​
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Activity

ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Data
​
β˜‘
​
β˜‘
​
β˜‘
View All Activity
Projects, Tasks, Indicators, Conversations, Notes
​
β˜‘
​
β˜‘
​
β˜‘
Participate in Discussions with other Users
​
β˜‘
​
β˜‘
​
β˜‘
Participate in Conversations with Customers
​
β˜‘
​
β˜‘
​
Address Indicators
​
β˜‘
​
β˜‘
​
Create Projects
​
β˜‘
​
β˜‘
​
Create Tasks
​
β˜‘
​
β˜‘
​
Create Notes
​
β˜‘
​
β˜‘
​
Create Personal Conversation Templates
​
β˜‘
​
β˜‘
​
Edit Activity created by other Users
​
β˜‘
​
​
Reassign Pending Conversations
​
β˜‘
​
​
Create Activity Categories & Tags
​
β˜‘
​
​
Create Project Templates
​
β˜‘
​
​
Share Conversation Templates with Team
​
β˜‘
​
​

Reporting & Dashboards

ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Reporting
​
β˜‘
​
β˜‘
​
β˜‘
View & Pin Dashboards
​
β˜‘
​
β˜‘
​
β˜‘
Create Private Dashboards
​
β˜‘
​
β˜‘
​
β˜‘
Create Public Dashboards
​
β˜‘
​
β˜‘
​
β˜‘
Edit Public Dashboards created by other Users
​
β˜‘
​
​

Personal Settings

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Update Personal Profile Details
​
β˜‘
​
β˜‘
​
β˜‘
Connect Gmail Integration
To log email conversations to Vitally
​
β˜‘
​
β˜‘
​
β˜‘
Configure Notification Settings
​
β˜‘
​
β˜‘
​
β˜‘

Organization Settings

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Manage Account & Billing Details
​
β˜‘
​
β˜‘
​
β˜‘
Send Invites & Manage Team Permissions
​
β˜‘
​
β˜‘
​
β˜‘
Enable & Configure NPS
​
β˜‘
​
β˜‘
​
β˜‘
View Privacy & GDPR Terms
​
β˜‘
​
β˜‘
​
β˜‘

Customer Management

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create Cards & Decks
​
β˜‘
​
​
Set Default Decks
​
β˜‘
​
​
Create Health Scores
​
β˜‘
​
​
Create Segments
​
β˜‘
​
​
Create Success Metrics
​
β˜‘
​
​
Create Elements
​
β˜‘
​
​
Create & Manage Traits
​
β˜‘
​
​
Create Playbooks
​
β˜‘
​
​
Manage Tracked Events
​
β˜‘
​
​
Enable & Manage Data Integrations
​
β˜‘
​
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Last modified 1mo ago