What are the new features?
Self-service management features give your organization complete control over team management and user access. These capabilities enable efficient team administration through an intuitive interface.
Here are the available features:
Team Membership Management
Add new team members quickly and efficiently
Manage existing user access in real-time
Streamline onboarding with bulk user invitations
Adjust team structures to match your organization's needs
User Access Control
Control user invitations and removals directly
Organize users according to your team structure
Update permissions and access levels as needed
Manage team member changes seamlessly
Organization Roles and Their Entitlements
Owner Role:
Access to Databook Web
Deactivate Databook Users
Invite Users to Databook
Manage Role Assignments for Users
Admin Role:
Access to Databook Web
Deactivate Databook Users
Invite Users to Databook
Manage Role Assignments for Users
User Role:
Access to Databook Web
Role Hierarchy
Each organization has an "Owner" as the root of all organization roles. The hierarchy flows as follows:
Owner
Admin
User
How to Assign Roles
Users with the "Manage Role Assignment for Users" entitlement can assign roles through:
Organization settings
User Assignment section
Membership dropdown menu
Key Benefits for Your Teams
Sales Operations Teams Can:
Configure platform access to match business needs
Set and adjust user permissions directly
Streamline team member onboarding
Maintain optimal team structures
Sales Leaders Can:
Manage team access instantly
Adjust resource allocation as needed
Control team membership directly
Ensure proper access levels across teams
How to Access
Access these features through your Organization settings menu:
Find team management tools in the Membership dropdown
Access user management through Organization settings
Configure permissions through the admin console
Use bulk invitation tools for efficient onboarding
Who Can Use These Features
These tools are designed for:
Sales Operations professionals
Sales Leaders
Team administrators
Organization owners
Available Entitlements
Access to Databook Web
Enable access to the Databook web application
Deactivate Databook Users
Revoke access for other users
Invite Users to Databook
Invite and activate licenses for other users
Manage Role Assignments for Users
Assign roles to other users
Note: These features are available to all customers. User invitations for user-based licensing customers are managed through your Databook representative or SSO. Contact your account representative to learn more.