Management Center - Users & Account Settings

Assign Accounts to CSMs
In this article: Assign individual accounts to a CSM  Assign accounts based on rules Assign accounts to CSMs from the Accounts List page Unassign accou...
Wed, 6 Nov, 2019 at 4:39 AM
Deleted Account vs. Churned Account
Churned Accounts If an account was using and paying for your product but later left, you would like to mark them as churned in Natero. An account that i...
Sat, 9 Nov, 2019 at 2:37 AM
Re-sync Deleted Accounts
When you delete an account, Natero moves that account to our internal delete list to prevent the account from being synced from 3rd-party systems or picked ...
Mon, 14 Oct, 2019 at 12:39 PM
Unchurn an Account
If you'd like to unchurn an account that was previously marked as churned, there are two options: 1. If you are marking accounts as churned manually ...
Mon, 14 Oct, 2019 at 12:39 PM
How Account Assignment Affects Reporting?
In Natero, an account can be assigned to multiple CSMs. When reporting CSM level metrics such as MRR, # of accounts, renewal amount/rate and churn amount/ra...
Fri, 4 Oct, 2019 at 7:21 PM
Users
Users are people in your organization who have access to the Natero platform. You can add new users, edit details of existing users, and assign roles to use...
Mon, 14 Oct, 2019 at 12:39 PM
Account Tiers
In this article: What is account tier in Natero? How to update account tiers in Natero? Map account tier via a 3rd party field Populate a...
Mon, 14 Oct, 2019 at 12:39 PM
Account Bulk Editing
In this article: Default Account Attributes Custom Account Dimensions Filter Accounts Add New Accounts Account bulk editing allows you t...
Mon, 14 Oct, 2019 at 12:39 PM
Account Settings
The "Account Settings" page allows you to configure and update account specific information, including: Manage and re-sync deleted accounts. De...
Mon, 11 Nov, 2019 at 11:35 AM
Mark an Account as Churned
If an account is no longer using your product or has stopped paying for your service, you might want to mark it as "Churned". To do so, go to th...
Mon, 14 Oct, 2019 at 12:39 PM