Align Organization Settings
Overview
Update your organization’s Logo, Roles, and MAP Title to align with your company branding and to ensure your reps are set up for success when using MAPs.
You can also add Clari Roles for the people that will be involved with each Milestone in your MAP—you can do this for both Buyer Teams and Seller Teams. This will help you keep your team focused and prepared for each step in your buyer's journey.
Only Align Admins can edit Account Settings. These are part of your org-level settings.
Access these settings here.
- Logo: This is your company logo. You can override this logo for any specific MAP by dragging and dropping the logo inside the MAP.
- MAP Title: Mutual Action Plan? Joint Execution Plan? Something else? This is the label that will appear at the top of all of your org’s MAPs. You can also label the acronym. 🙌
- Roles: Add Roles for each stakeholder in the MAP for both the Buying Team and Selling Team. You’ll see this list when you edit Roles for each Milestone. The number in blue after each Role shows how many Milestones in live MAPs reference that Role.
Roles Setup
Your Account Admin will set up the list of available Buyer and Seller Roles. Admins can add, edit, or delete these Roles for both Buyer and Seller Teams. You can view the count of how many Milestones for any specific Role across all active MAPs.
