Totango each Account Team is made up of a set of users, each with their own Account Role. Totango comes with a pre-defined set of common Account Roles, 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
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.
How to 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.
How to edit and delete Account Roles
Question: Do I have to use Account Roles?
Answer: No. While it's recommended, it's not mandatory.
Question: If I've been updating my account 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.