User Type Permission Groups

Contact Support or your Customer Success Manager to toggle on the User Type Permission Groups for your company, to allow bulk assignment of user types based on specific Custom Field input(s). This is particularly helpful to teams who have Custom Field APIs being passed through an integration. For example, if wanting to pass the field of “role = manager” into vPlaybook in order for the managers to automatically have the Sales Manager user type, this can be done via the User Type Permission Groups.

If you’d like to learn more about these new features please don’t hesitate to reach out to [email protected].