Configure owner roles

Who can use this feature?

  • Admins
  • Available on all plans

Owner roles allow you to define roles for internal team members who are responsible for an account in some capacity (e.g., Account Executive, CSM, Executive Sponsor). Owner roles can be used to track account relationships and improve report scoring. 

Add an owner role

Before you can associate an owner role with a Unison user, you should ensure the team member is added to Unison. 

  1. In Unison, click Settings from the left nav.
  2. Click Owner Roles. 
    All owner roles in Unison are displayed in the list. You can sort owners by role or name.
  3. Click Add Owner Role.
  4. Within the Add Owner Role window, set the following properties:
    • Attribute name: Name of owner role, as displayed in Unison
    • Attribute description: Additional context for the role
  5. Click Add Source.
    • Integration source: Choose the integration source (e.g., Salesforce).
    • Source field: Choose the field from the source that maps to the owner role attribute (e.g., Customer_Success_Manager__c)
  6. Click Create Owner Role.

    The role is visible on the account detail view under "Account Owners."

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