Account hierarchy and dynamic assignment
Organize accounts into parent-child relationships, and assign them to different teams and owners based on rules or manual selection.
Streamline account structures
Integrate your account structure with your business model and goals to ensure that every account gets the right level of attention and service.
Profiles, roles, and permissions
Create and update user profiles for your Totango users, and assign them to different roles and permissions.
Enhance team performance
Create and configure success teams, which are groups of users who work together on a specific set of accounts or segments.
Empower cross functional teams
Optimize your team collaboration and productivity, and empower your users to perform their tasks effectively.
Test and train safely
The sandbox environment provides a space to test new features, configurations, integrations, or data before deploying them to your production environment.
Use the sandbox for training purposes, without affecting your real data or settings. This makes for smoother, faster implementation with reduced risk of errors or other issues in your workflow.
Tailor your experience
Customize your Totango experience, and choose when to adopt new features based on your readiness and preferences.
Control and optimize feature usage
Use feature flags to enable or disable new functionality in Totango for your users.
Simplify and secure your user authentication and provisioning processes, and ensure compliance with your privacy and security policies with single sign-on (SSO) and system for cross-domain identity management (SCIM) to integrate Totango with your identity provider (IdP).