Using Vitally's 'Organization' Object
Using Vitally's 'Organization' ObjectThe Organization object helps teams create a hierarchy within their customers. It is above the Account in Vitally and can own many Accounts.
Best Practices for Transitioning to the Org-Account Structure in VitallyThis guide outlines the key steps and considerations when moving from an account-only structure to Vitally’s organization-account hierarchy
Organization Object: Supported Integrations & Creating Hierarchy
Organization Object: Configuring and Working with Orgs
Organization Object: How to 'Move' an Account to the Organization Level
Configuring Hierarchy LabelsYou can rename Organizations and Accounts, calling them anything you like. Let's see how!