Understand User Profiles Totango Users appear on the account profile (contacts widget users tab), regardless of being a designated contact. use the search bar to locate users by name, email address, or user id. Account view is the hub of customer information. quickly understand your customer’s state using interactive charts, and take action based on those insights.
Understand Opportunity Profiles Totango What you need to know a user profile represents a person at the customer's company—either a user of the product or a business contact. admins can customize layout by account type and or team. admins can define the set of accounts available to view. Quickly understand your customer’s state using interactive charts, and take action based on those insights. it is customizable by account type and or by team, allowing you to tailor the most important information to see for that account and that team. Totango user profiles include attributes that are specific to the totango users object. edit profile data to update totango user attributes, change licenses, add a manager, or update teams and roles. Track activity and view recent updates for each account type and associated contacts users.
Django Userprofile Model Learndjango Totango user profiles include attributes that are specific to the totango users object. edit profile data to update totango user attributes, change licenses, add a manager, or update teams and roles. Track activity and view recent updates for each account type and associated contacts users. Totango user information is displayed individually via edit profile, within user management via totango user profiles, or totango users segments. totango users can be manually added to totango, and they can be added via an integration (data source or data file). Totango offers three user licenses with varying platform capabilities and built in access. define what totango functionality is available to your team members. you can set different roles for users when switching between teams. All application permissions can apply to users with a practitioner license (formerly spark). individual permissions can apply to users with a contributor (formerly zoe) or viewer where noted. Find everything you need to know to get started with totango. join our customer community! need training? complete courses, watch video tutorials, or join a live session hosted by our cs experts. use our ai support bot within the totango help menu to get fast answers or submit a ticket.
Configure Profiles For Account Health Totango Totango user information is displayed individually via edit profile, within user management via totango user profiles, or totango users segments. totango users can be manually added to totango, and they can be added via an integration (data source or data file). Totango offers three user licenses with varying platform capabilities and built in access. define what totango functionality is available to your team members. you can set different roles for users when switching between teams. All application permissions can apply to users with a practitioner license (formerly spark). individual permissions can apply to users with a contributor (formerly zoe) or viewer where noted. Find everything you need to know to get started with totango. join our customer community! need training? complete courses, watch video tutorials, or join a live session hosted by our cs experts. use our ai support bot within the totango help menu to get fast answers or submit a ticket.
Understand Usage Data Totango All application permissions can apply to users with a practitioner license (formerly spark). individual permissions can apply to users with a contributor (formerly zoe) or viewer where noted. Find everything you need to know to get started with totango. join our customer community! need training? complete courses, watch video tutorials, or join a live session hosted by our cs experts. use our ai support bot within the totango help menu to get fast answers or submit a ticket.
Understand Usage Data Totango
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