How to configure Account 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 all account roles in the system for you.
Add a new role
- Click on the ‘Add new role’ button on top right.
- Account 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.
- Account role name cannot include special characters.
- Once saved, this new account role will be available on the account team and segments.
Edit or delete an Account role from the Account Team