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Introduction to User & Team Management

Effective user and team management is crucial for controlling access, organizing your people, and tailoring the Fabius experience to your organizational structure. This section guides administrators through viewing, creating, and modifying users and teams (also referred to as User Groups internally).

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Key Functions:

  • User Provisioning: Add new team members to the platform and manage their basic profile information.
  • Team Organization: Group users into logical teams (e.g., Sales Development, Account Executives, Customer Success) for easier management and reporting.
  • Access & Visibility Control: Assign managers and viewers to teams to control who can see team-level performance data and potentially other team-specific features.
  • External Account Linking: Connect Fabius user profiles to their accounts on integrated platforms (like Gong) to ensure data is correctly associated.
Proper user and team setup ensures that data is attributed correctly, permissions are appropriate, and features like team-based reporting function as intended. Next: Core Concepts