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User management

The User management features let you add users to your organization. This user data is shared across all planning cycles in the tenant. Once you've added users, you can assign them as owners to different parts of your sales model, and create and manage seller assignments.

The User management page is divided into two sections:

  • Users - this is where you can add new users to your organization, and invite users to participate in the sales planning process as administrators or contributors.

  • Role permissions - this is where you can set up view and edit permissions for contributor roles in your organization.