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Welcome
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Getting Started
How to Navigate Vitally
Integrate Data Sources
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Pushing data to Vitally
The significance of 'external ID'
Integrations
Analytics API
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Getting data out of Vitally
How data-out integrations work
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Other integrations
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Managing the customer lifecycle
Lifecycle Tracking
Using Vitally's 'Organization' Object
Custom Objects
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Account health scores & metrics
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Reporting & Segmentation
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Automated Playbooks
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Task, note, and project categories
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Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Limit audience for NPS surveys
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Administration
Managing your organization
User Roles & Permissions
Assigning (user) owners to accounts
Assigning Key Roles
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
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Privacy & Security
Two-Factor Authentication (2FA)
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Deactivating your account
Last modified
4mo ago