Configure key user roles

Who can use this feature?

  • Admins
  • Available on all plans

Key user roles allow you to define the strategic stakeholders for customers who influence the business relationship in some capacity (e.g., Champion, Decision Maker, Buyer). Key user roles are a critical component of customer health, allowing you to track relationship health through engagement patterns and stakeholder sentiment across your customer base. 

Add a key user role

  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 Key User Role.
  4. Within the Add Owner Role window, set the following properties:
    • Attribute name: Name of key user 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., Role__c).
  6. Click Identify Key Values.
  7. Select the check box next to each value that you want to identify as important. Marked values will be weighted in the score, while others will not.
  8. Create Key User Attributes.

    The role is visible on the account detail view under "Key Users."

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