Members 5
Squads 3 NEW
Roles 6
| Name | Role | Squad | Account Access | Status | |
|---|---|---|---|---|---|
 Richard Hendricks |
richard@sebastian-demo.vitally.io | Admin | Strategic | All | Active (you) |
 Monica Hall |
monica@sebastian-demo.vitally.io | Director | Strategic | All | Active |
 Bertram Gilfoyle |
gilfoyle@sebastian-demo.vitally.io | Builder | EMEA | Owned | Active |
 Dinesh Chugtai |
dinesh@sebastian-demo.vitally.io | Team Member | SMB | Owned | Active |
 Jared Dunn |
jared@sebastian-demo.vitally.io | Leader | EMEA SMB | All | Active |
 EB Erlich Bachman |
erlich@sebastian-demo.vitally.io | Team Member | — | None | Deactivated |
NB Nelson Bighetti |
bighead@sebastian-demo.vitally.io | Observer | — | None | Deactivated |
Squads
EMEA Squad
Region = EMEA · 2 members · Lead: Bertram Gilfoyle
Account filter
Region = EMEA
Dynamic — auto-updates as accounts change
Members
2 active
Gilfoyle, Jared
Accounts in scope
47 accounts
Matching Region = EMEA
| Member | Role | Account Access | Squad Lead | |
|---|---|---|---|---|
Bertram Gilfoyle gilfoyle@sebastian-demo.vitally.io |
Builder | Owned | ✓ Lead | |
Jared Dunn jared@sebastian-demo.vitally.io |
Leader | All | — |
Squads
SMB Squad
Segment = SMB · 2 members · Lead: Dinesh Chugtai
Account filter
Segment = SMB
Dynamic — auto-updates as accounts change
Members
2 active
Dinesh, Jared
Accounts in scope
112 accounts
Matching Segment = SMB
| Member | Role | Account Access | Squad Lead | |
|---|---|---|---|---|
Dinesh Chugtai dinesh@sebastian-demo.vitally.io |
Team Member | Owned | ✓ Lead | |
Jared Dunn jared@sebastian-demo.vitally.io |
Leader | All | — |
Squads
Strategic Accounts
ARR > $100k · 2 members · Lead: Monica Hall
Account filter
ARR > $100k
Dynamic — auto-updates as accounts change
Members
2 active
Monica, Richard
Accounts in scope
23 accounts
Matching ARR > $100k
| Member | Role | Account Access | Squad Lead | |
|---|---|---|---|---|
Monica Hall monica@sebastian-demo.vitally.io |
Director | All | ✓ Lead | |
Richard Hendricks richard@sebastian-demo.vitally.io |
Admin | All | — |
Roles
Director
NEW ROLE
Org-wide visibility for executives. Full read access across all accounts and squads — no admin keys.
Permissions
| Permission | Allowed |
|---|---|
| View all accounts & contacts | ✓ |
| View all squads & members | ✓ |
| View all playbooks & segments | ✓ |
| Edit accounts & traits | Read-only |
| Create personal playbooks | ✗ |
| Create org-wide playbooks | ✗ |
| Manage users & squads | ✗ |
| Manage integrations | ✗ |
| Manage billing | ✗ |
Members with this role
Monica Hall Strategic Accounts Squad |
Why Director exists: C-level executives need org-wide visibility without admin keys. Admin carries billing and integration access they shouldn't have. Director gives them the full picture — read-only across every squad and account — without the keys to the kingdom.
Roles
Builder
NEW ROLE
For CSMs who self-serve their own workflows. Like a journeyman — the license travels with them regardless of which squad they're on.
Permissions
| Permission | Allowed |
|---|---|
| View accounts & contacts | ✓ |
| Edit accounts & traits | ✓ |
| Create & edit tasks, notes, projects | ✓ |
| Create personal playbooks | ✓ |
| Create personal segments & views | ✓ |
| Create org-wide playbooks | ✗ |
| Manage org-wide segments | ✗ |
| Manage users & squads | Squad only |
| Manage integrations | ✗ |
| Manage billing | ✗ |
Members with this role
Bertram Gilfoyle EMEA Squad |
Why Builder exists: Today, CSMs who want to build their own playbooks need Leader access — which also grants org-wide settings they shouldn't have. Builder unlocks creation without unlocking administration.