⬅️Getting data out of Vitally
⚑️ Other integrations
πŸ“ˆAccount health scores & metrics

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

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

View Profile Data

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Change Segments

β€‹β˜‘

β€‹β˜‘

​

Edit Traits

β€‹β˜‘

SOME

​

Assign & Change Key Roles

CSM | AE | Account Owner

β€‹β˜‘

​

​

Manually Create Accounts & Users

β€‹β˜‘

​

​

Change Subscription Details

β€‹β˜‘

​

​

Activity

ACTION

ADMIN

TEAM MEMBER

OBSERVER

View All Data

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

View All Activity

Projects, Tasks, Indicators, Conversations, Notes

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Participate in Discussions with other Users

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Participate in Conversations with Customers

β€‹β˜‘

β€‹β˜‘

​

Address Indicators

β€‹β˜‘

β€‹β˜‘

​

Create Projects

β€‹β˜‘

β€‹β˜‘

​

Create Tasks

β€‹β˜‘

β€‹β˜‘

​

Create Notes

β€‹β˜‘

β€‹β˜‘

​

Create Personal Conversation Templates

β€‹β˜‘

β€‹β˜‘

​

Edit Activity created by other Users

β€‹β˜‘

​

​

Reassign Pending Conversations

β€‹β˜‘

​

​

Create Activity Categories & Tags

β€‹β˜‘

​

​

Create Project Templates

β€‹β˜‘

​

​

Share Conversation Templates with Team

β€‹β˜‘

​

​

Reporting & Dashboards

ACTION

ADMIN

TEAM MEMBER

OBSERVER

View All Reporting

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

View & Pin Dashboards

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Create Private Dashboards

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Create Public Dashboards

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Edit Public Dashboards created by other Users

β€‹β˜‘

​

​

Personal Settings

ACTION

ADMIN

TEAM MEMBER

OBSERVER

Update Personal Profile Details

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Connect Gmail Integration

To log email conversations to Vitally

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Configure Notification Settings

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Organization Settings

ACTION

ADMIN

TEAM MEMBER

OBSERVER

Manage Account & Billing Details

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Send Invites & Manage Team Permissions

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Enable & Configure NPS

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

View Privacy & GDPR Terms

β€‹β˜‘

β€‹β˜‘

β€‹β˜‘

Customer Management

ACTION

ADMIN

TEAM MEMBER

OBSERVER

Create Cards & Decks

β€‹β˜‘

​

​

Set Default Decks

β€‹β˜‘

​

​

Create Health Scores

β€‹β˜‘

​

​

Create Segments

β€‹β˜‘

​

​

Create Success Metrics

β€‹β˜‘

​

​

Create Elements

β€‹β˜‘

​

​

Create & Manage Traits

β€‹β˜‘

​

​

Create Playbooks

β€‹β˜‘

​

​

Manage Tracked Events

β€‹β˜‘

​

​

Enable & Manage Data Integrations

β€‹β˜‘

​

​