Administration
Manage admin tasks in Vitally.
By Laura and 1 other2 authors8 articles
- Managing Your OrganizationManage your payment, seats, and more.
- 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