Skip to main content

Administration

Manage admin tasks in Vitally.

2 authors9 articles
Managing Your OrganizationManage your payment, seats, and more.
How to Effectively Set Up and Manage Your Vitally Sandbox EnvironmentHow to request a sandbox, set it up with data from production, reset it, and keep it properly separated from your live environment.
Updating Email Domains for Internal UsersThe process of managing team members and updating email domains in Vitally, whether you use Single Sign-On (SSO) or not.
User Roles & PermissionsA breakdown of the permissions for each of the Vitally User Roles: Admin, Leader, Team Member, and Observer
Assigning (user) Owners to AccountsLearn how to identify which user at the account owns the buying decision
Assigning Key RolesAssign a CSM, AE, Implementation Specialist, and any additional roles that need to be tracked, to be responsible for an account.
Changing the currency for your revenue (your 'home currency')Ensure currency is reported in the unit you use
Removing Hierarchy AssociationsManually remove Users from Accounts or Accounts from Organizations.
Data AccessRestrict or grant access to specific Organizations or Accounts for certain team members
Vitally Help Center