Account & Billing Overview
You can manage your organization settings navigating to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Account & Billing (or via Quick Jump Mac: ⌘ + j Windows: Alt + j)
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).
So what happens when a 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".
Can I delete an internal user?
Yes! Reach out to support to get an internal user deleted. Keep in mind there are some consequences to deleting an internal user.
When you deactivate an internal user in Vitally, any notes, project, tasks, and docs they created in Vitally will be deleted and this data will not be retrievable.
There is currently no feature that allows for selective deletion or data retention for internal users who are no longer with the company.
Any Hubs or views internal users create, those will NOT be deleted and if you need assistance to access/manage these please let Support know so we can help!