Account Assignment Roles

Overview

In Totango each Account Team is made up of a set of users, each with their own Account Assignment Role. Totango comes with a pre-defined set of common Account Assignment Role, such as Success Manager and Sales Manager. Administrators can easily edit these roles and add additional roles to align with your business' needs

This article contains the following topics:

• How to configure Account Roles
• How to add a new role
• How to edit and delete Account Roles
• FAQs

How to configure Account Assignment Roles

You can add, edit and delete account roles for your Totango through the ‘Account Team’ page under ‘Global Settings’. This page displays a list of all account roles in the system for you.

How to add a new role

1. Click on the ‘Add New Role’ button on top right.
2. Account Assignment Roles work exactly like attributes and can have Salesforce and API as their source. You should select a name, description, and source for a role and save it by clicking on 'Create Role'.
3. Account Assignment Role name cannot include special characters.
4. Once saved, this new Account Assignment Role will be available on the account team and segments. 

How to edit and delete Account Assignment Roles

FAQs

Question: Do I have to use Account Assignment Roles?

Answer: No. While it's recommended, it's not mandatory.

Question: If I've been updating my account assignment roles using another method, do I have to change to new functionality?

Answer: No. This feature is fully backward compatible with any method you've been using.

Question: Unable to delete certain roles from the Account Assignment section in Global settings?

Answer: If the API name of the role is Success Manager or Sales Manager then they cannot be deleted. They are OOTB roles provided by Totango