V
V
Vitally Docs
Vitally.io
Blog
Login
Search…
👋
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
Powered By
GitBook
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
☑
☑
☑
View Profile Data
☑
☑
☑
Change Segments
☑
SOME
Edit Traits
☑
SOME
Assign & Change Key Roles
CSM | AE | Account Owner
☑
Manually Create Accounts & Users
☑
Change Subscription Details
☑
Activity
ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Data
☑
☑
☑
View All Activity
Projects, Tasks, Indicators, Conversations, Notes
☑
☑
☑
Participate in Discussions with other Users
☑
☑
☑
Participate in Conversations with Customers
☑
☑
Address Indicators
☑
☑
Create Projects
☑
☑
Create Tasks
☑
☑
Create Notes
☑
☑
Create Personal Conversation Templates
☑
☑
Edit Activity created by other Users
☑
Reassign Pending Conversations
☑
Create Activity Categories & Tags
☑
Create Project Templates
☑
Share Conversation Templates with Team
☑
Reporting & Dashboards
ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Reporting
☑
☑
☑
View & Pin Dashboards
☑
☑
☑
Create Private Dashboards
☑
☑
☑
Create Public Dashboards
☑
☑
☑
Edit Public Dashboards created by other Users
☑
Personal Settings
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Update Personal Profile Details
☑
☑
☑
Connect Gmail Integration
To log email conversations to Vitally
☑
☑
☑
Configure Notification Settings
☑
☑
☑
Organization Settings
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Manage Account & Billing Details
☑
☑
☑
Send Invites & Manage Team Permissions
☑
☑
☑
Enable & Configure NPS
☑
☑
☑
View Privacy & GDPR Terms
☑
☑
☑
Customer Management
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create Cards & Decks
☑
Set Default Decks
☑
Create Health Scores
☑
Create Segments
☑
Create Success Metrics
☑
Create Elements
☑
Create & Manage Traits
☑
Create Playbooks
☑
Manage Tracked Events
☑
Enable & Manage Data Integrations
☑
Administration - Previous
Managing your organization
Next - Administration
Assigning (user) owners to accounts
Last modified
4mo ago
Copy link
Contents
Accounts & Users
Activity
Reporting & Dashboards
Personal Settings
Organization Settings
Customer Management