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Hubs

It all starts with Hubs! Hubs are dedicated workspaces tailored specifically to the work you care about. This is in beta.

Hubs Overview

Customize Hubs with your most important data and work. You can add as many Views as you need and add folders to help you organize. They're almost like mini Vitally instances within a larger Vitally account.
Let's say you have two Customer Success teams, one team manages your enterprise customers and another manages your scaled customers. You could create two different hubs for each team where they can create their own processes, reports, dashboards, etc. These semi-private but collaborative workspaces surface the most important data for you.

Create Hubs for:

  • Segments, touch-models, or lifecycle stages
  • Teams across your organization and business
  • Any other way you define Customer Success

Manage Work and Data With Views

Consider Views as a visualization of your customer data (dashboards, tables of customer data or tasks for example) or visualizations according to your work (kanban boards, docs, projects that align with your quarterly goals for example). You can further customize Hubs with your most important data and work with Views. You can add as many Views as you need and use folders to help you organize and prioritize everything.
Types of Views
  • Tables: For viewing and managing data
  • Boards: For organizing your tasks and data
  • Docs: For sharing information internally and externally
  • Dashboards: For visualizing customer & team KPIs
  • Projects: For keeping goals and milestones on track
  • 360: Create a 360 view for an Account

Hubs: How to Create Hubs

You first want to create a Hub to start organizing your Vitally account. When creating your Hub you can choose if this is private or shared with other team members as well as what data should be shown. Once you've created your Hub, you can then start to create Views (table, dashboard, projects, etc) and folders to further organize the data within your Hub.
How-To create Hubs
How-To Visual
  1. 1.
    First, who can create Hubs?
    1. 1.
      Admins and Leaders
    2. 2.
      Team members w/o Admin Access
      • If you are a Team Member w/o Admin access you can create a Hub that is invite only
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      • If you are one of the above, continue below to create your Hub!
  2. 2.
    Select the
    sign towards the top left across from Hubs and select Create a hub
  3. 3.
    Name your Hub and add personality by choosing a color and an emoji
  4. 4.
    Time to invite your teammates! You can add teammates individually or make it public to your whole team. These are your options:
    • Private
    • Open
    • Default
  5. 5.
    You can also invite individual users and manage their permissions
    • Viewer (can view content but not contribute)
    • Contributor (can view content and contribute)
    • Manager (can manage the hub, its content, and members)
  6. 6.
    Select what tracked accounts you want to see. You have a few options:
    • Only show your assigned customers
    • Add all tracked customers to the hub
    • Filter the tracked customers available in the hub. You can filter by:
      • The customer is managed by one of these members and/or
      • The customer matches these filters
  7. 7.
    That's it! You've created your hub
    🎉
    . Now to add Views and folders.
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Hubs: Managing and Editing Hubs

Depending on your permission level (Creator/Manager vs Contributor vs Viewer) this will give you different options when managing a Hub. This includes creating folders, adding Views, updating filters, leaving a Hub, deleting a Hub, etc. Below you can read on each action you can take depending on your permission level.

Hubs: Permission Level Creator or Manager

Once you've created your Hub, you'll see the meatball menu (three dots) when you hover over your Hub. Select the meatball menu to get your options.
Manager options when selecting the meatball menu on the top left
  • Show my data only
    • See only Accounts that are assigned to you as the Account Executive or Customer Success Manager (additional Key Roles are not supported at this time)
  • Add folder
    • Folders allow you to house Views to further organize your work
  • Hub Settings
    • Edit the Name of your Hub
    • Invite & edit permissions of teammates
    • Edit filters to display specific tracked accounts
  • Leave Hub
    • You can leave a Hub. If this was by invite only, you can not enter the Hub again until you're invited again.
  • Delete Hub
    • Deleting a Hub will delete it for everyone else. If you no longer want to be part of this Hub, choose Leave hub rather than deleting.

Hubs: Permission Level Contributor

Once you've created your Hub, you'll see meatball menu (three dots) when you hover over your hub. Select the three dots to get your options.
Contributor options when selecting the meatball menu on the top left
  • Show my data only
    • See only Accounts that are assigned to you as the Account Executive or Customer Success Manager (additional Key Roles are not supported at this time)
  • Add folder
    • Folders allow you to house Views to further organize your work.
  • Leave Hub
    • You can leave a Hub. If this was by invite only, you can not enter the Hub again until you're invited again.

Hubs: Permission Level Viewer

Viewer options when selecting the meatball menu on the top left
  • Once your Hub has been created, you'll see meatball menu (three dots) when you hover over your hub. Select the meatball menu to get you option of:
    • Leave Hub
      • You can leave a Hub. If this was by invite only, you can not enter the Hub again until you're invited again.

Hubs: How to Create Views

How-To create Views
How-To Video
  1. 1.
    Once you've created your Hub, if you hover over the name you will a + sign, select the + sign to 'Add a View inside'
  2. 2.
    You'll now see a pop-up with all your options
    • Tables
    • Boards
    • Docs
    • Dashboards
    • Projects
    • Calendars (coming soon)
  3. 3.
    You can further customize by adding a name and an emoji!
  4. 4.
    you can also select from Library where anyone who is building a View can borrow from. Admins can build and manage libraries.
That's it! Create as many Views as you need. You can then further organize using Folder. Below we go further into each View.
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Hubs: Views

Tables
Use tables to sort and manage large amounts of data. Add columns and filters to build it the way you want.
  1. 1.
    Select the + sign to 'Add a view inside'
  2. 2.
    Select Table
  3. 3.
    Select Your Data Source. You'll see a dropdown of Vitally Objects (Accounts, User, NPS, etc) and Custom Objects
  4. 4.
    Either Start from Scratch or select from a Table Library
  5. 5.
    Name your Table & add an emoji
  6. 6.
    Select Create Table
  7. 7.
    You'll now be taken to your Table View. Here you can add your relevant filters to narrow down your results. You can learn more on Table Views HERE.
  8. 8.
    Once you've added your filters, select Unsaved Changes towards the top left
  9. 9.
    Select Save Changes.
That's it! Repeat as necessary. If you need to make changes to your existing Table View just edit your filters and then repeat step 9.
Dashboards
  1. 1.
    Select the + sign to 'Add a view inside'
  2. 2.
    Select Dashboard
  3. 3.
    Either Start from Scratch or select from a Table Library
  4. 4.
    Name your Table & add an emoji
  5. 5.
    Select Create Dashboard
  6. 6.
    You'll now be taken to your Dashboard View. Here you can add your widgets and visualize the data you want! You can learn more about building Dashboards HERE.
Docs
  1. 1.
    Select the + sign to 'Add a view inside'
  2. 2.
    Select Doc
  3. 3.
    Either Start from Scratch or select from a Table Library
  4. 4.
    Name your Table & add an emoji
  5. 5.
    Select Create Dashboard
  6. 6.
    You'll now be taken to your Table View. Here you can add your relevant filters to narrow down your results
  7. 7.
    Once you've added your filters, select Unsaved Changes towards the top left
  8. 8.
    Select Save Changes
  9. 9.
    You've now created your Doc! You can learn more about Docs HERE.
Boards
Coming soon!
Projects
  1. 1.
    Select the + sign to 'Add a view inside'
  2. 2.
    Select Project
  3. 3.
    Select the Target of this Project (Team project or select an Account)
  4. 4.
    Either Start from Scratch, Create from Template, or Add Existing Project
  5. 5.
    Name your Table & add an emoji
  6. 6.
    Select Create Project
  7. 7.
    You've now created your project. You can learn more about Projects HERE​
360
  1. 1.
    Select the + sign to 'Add a view inside'
  2. 2.
    Select 360
  3. 3.
    Search for any Account (subscribed, ignored, trial, churned)
  4. 4.
    Select the Account you've searched for
  5. 5.
    Select Add Account
  6. 6.
    You'll now have a 360 view for this specific Account!

Hubs: How to Create Folders

How-To Create Folders
How-to Visual
  1. 1.
    Select the meatball menu (three dots) next to your Hub
  2. 2.
    Select Add Folder
  3. 3.
    Name your Folder
  4. 4.
    Select Save
  5. 5.
    To delete,
That's it! Now you can add Views inside this Folder.
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Hubs: Managing and Editing Folders

Managers & contributors can edit folder, add folder, remove from Hub, and add Views. Viewers can not manage folders at all. They don't see the meatball menu for folders.

FAQ

Q:How should I set up my Hubs? A: If you’re a current Vitally customer, we will recreate your workspace experience as closely as possible. If you’re looking to start from scratch, some common configurations are:
  • By segment (e.g., Enterprise, Growth, Startup)
  • By touch-model (e.g., tech-touch, high-touch, hybrid)
  • By CS role (e.g., Customer Success Managers, Account Managers, Implementation Specialists)
  • By customer journey stage (e.g., Onboarding, Forecasting, Renewal)
  • By team (e.g., Customer Success, Sales, Marketing)
Q: Who can create Hubs? A: Any individual user can create their own personal Hub. Admins can create team-wide Hubs and add users to them.
Q: Who can edit Hubs? A: Admins can edit all Hubs in their account. Any user (admin or non-admin) can also be added to an individual Hub as a Contributor or Manager, which will grant them editing permissions.