All Collections
Administration
Manage admin tasks in Vitally.
Managing Your OrganizationManage your payment, seats, and more.
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
Cards & DecksOrganize related account and user columns into named Cards, and organize those Cards into Decks that can be used throughout Vitally
Removing Hierarchy AssociationsManually remove Users from Accounts or Accounts from Organizations.
Customer 360Allows users to customize all information about their customers while surfacing the most critical and important information for each viewer.