How to Manage Account Profile
The Account tab is where you will be able to manage your Team’s settings for:
- Account Profile
- User Registration
- Chain Configuration
Take a look at the Account section of the Admin Help Center to learn about each of the tabs listed above.
Let’s take a look at the customizable fields within the Account Profile settings:
Team Name: Click on the pencil icon to edit your Team Name.
Team Email Domain Setup: Prevent users from other teams to register in your team by setting your team’s dedicated email domains. Click on the green button to add an email domain. Enter an email domain and click to save. Continue to add as many email domains as needed. If you need to edit or delete an existing email domain, click on the pencil icon to make your changes.
Team Copyright Notice: Click on the pencil icon to add a copyright notice. The text will appear on your copyrighted Links.
Team Date Scrubbing: This setting is mainly for UAT purpose. When conducting UAT, turn this setting to “OFF” to make your actual data available in QA/test environments.
Team Introduction Video URL: Click on the blue edit button to upload your team intro video.
Default Templates & Menu Order: You have the ability to select one or more templates to be used as your team’s Starter templates. These templates will appear when the user clicks on “Create My OC” and selects Starter Templates. Each template can have a unique Link Row structure to accommodate different sales methodology or customer scenario. For example, templates can be established for outcome based selling, challenged based selling, or an existing methodology to conduct a solution assessment workshop.
Click on the green button, select one or more templates by checking the box next to it, scroll to the bottom, and click Done to save. Selected templates will appear in the Default Templates & Menu Order screen.
*If you want to delete a starter template, hover over the name of the template and click on the X to delete.
**If you want to rearrange the order of the templates, click on a template and drag to your desired position.
Link Row Description: After you’ve selected your Starter Templates, you can enter the link row descriptions here. These descriptions will appear when a user clicks to open an outcome chain. Click on the green button to add a new description. Click on the pencil icon to edit an existing description. Click on the “x” icon to delete a description.
Let’s take a look at User Registration:
Share any of these URLs to allow internal users to self-register for access to your team. Note: Each URL is unique to a license type.
Now let’s explore the chain configuration settings:
Show owner name in chain tile image: Turn this feature on if you would like to display the OC owner’s name in the chain tile image, which appears on the homepage and in my rooms. Turn this feature off if you want hide the owner’s name.
The example below is showing the owner name in the tile image.
Show storyline links only by default in Present mode: Turn this feature on if you wish to make this a default setting at the team level.
The example below is showing all the links in the chain, not just those that are assigned to a storyline.
Open all OCs in Present mode by default when they are opened through My OCs: Turn this feature on if you wish to make this a default setting at the team level.
You have the option to enable or disable sign up requests for your team.
Click on the “Setup” button to explore your options for Salesforce integration. You can choose to do the integration from Salesforce or from Outcome Chains. Click on the “Learn How” button to read the tutorial before you proceed with the integration. Please note that we are more than happy to help you integrate Outcome Chains with your Salesforce. Contact us if you would like to set this up.
Click the “Setup” button to explore your options for SSO/SAML integration. Contact your CSM for additional information.
API Configuration gives you the ability to access Outcome Chains Consumption APIs.
This feature can be used to integrate consumption data with your own data analytics system. Click here to learn more about Outcome Chains APIs.
Refer to this section to configure your security settings.