Management Center - Users & Account Settings
In this article: Natero Seats and Default Roles Edit Roles Create New Roles Role Permission Details The "Role Permissions" page is where...
Tue, 26 Nov, 2019 at 5:03 AM
What are account lifecycle stages? In Customer Success, the purpose of the customer lifecycle is to define the stages of progress that customers achiev...
Mon, 14 Oct, 2019 at 12:39 PM
Natero currently offers two paid seat types: CSM seat: Users assigned with a role that has the Customer Success Manager Seat permission turned on takes...
Thu, 20 Feb, 2020 at 3:34 AM
Custom dimensions and metrics allow you to combine Natero built-in dimensions and metrics with those that have not been predefined within the Natero CSM pla...
Mon, 14 Oct, 2019 at 12:39 PM
Once you've completed setting up custom dimensions and metrics, they will become immediately available within the Natero platform and you can build new ...
Mon, 14 Oct, 2019 at 12:39 PM
In this article:
Custom account dimensions
Custom account metrics
Custom user dimensions
Limits and caveats
Custom Account Dimensions...
Mon, 14 Oct, 2019 at 12:39 PM