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Managing Your Organization

Manage your payment, seats, and more.

Laura Bedoya avatar
Written by Laura Bedoya
Updated today

Account & Billing Overview

You can manage your organization settings navigating to your Settings (βš™οΈ) by selecting your Account Logo on the top left and under Operations select Account & Billing (or via Quick Jump Mac: ⌘ + j Windows: Alt + j)

Account & Billing

In Account and Billing you can...

  • Change your organization name

  • Add a Company Logo

  • Select a new plan

  • Update the Billing Email

  • 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 the Revenue default (e.g MRR or ARR)

  • Update the start of your fiscal year (this is helpful for quarterly reports in dashboards)

  • Update the default role for new users (set what permissions your users should have when logging in)

  • Update payment

  • Add on's such as Surveys and Goals+!

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.

Seats total count = Current internal team members in Vitally + Invited internal team members.

Learn more about Vitally's User Roles and Permissions

Deactivating Users

If a user at your organization is leaving your company you can deactivate the user by navigating to your account logo on the top left > Settings > select Team members > Manage team > then select Deactivate it (or vice versa if you want to reactivate a user).


What happens when an internal user is deactivated?

Any Accounts (or Orgs) or activity items will remain assigned to that person. You'll need to manually update this or create a playbook to bulk update these key role assignments.

  • We mainly do this to keep a record. For example, if there was a note left by someone who has left you at least know that information rather than being left with "unknown".

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