Management Center - Users & Account Settings

Role Permissions
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
Account Lifecycle Stages
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
CSM seat vs. Analyst seat
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 & Metrics Overview
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
Reporting of Custom Dimensions & Metrics
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
Set Up Custom Dimensions & Metrics
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