Account Team Management - Pickle Software (Master ISV & Publisher) - AppExchange

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Account Team Management

App by Pickle Software (Master ISV & Publisher) 11/26/2009

Manage your users and access permissions across deep account hierarchies. Full integration with Enterprise Edition approval processes for delegated access and team management.

Both an upgradeable, managed version and open-source version are available.

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Highlights

  • Manage Account Teams through a formal Approval Process
  • Add & remove users throughout a deep hierarchy

Pricing

  • Free
  • This application is licensed but free to use. Premium support and professional development services are available as needed at a negotiated rate. An open-source version is available as well for audit and review to interested parties.

Please contact us for more information.

Description

This application is designed for enterprise-level firms with the following key traits:
- Complex account hierarchies
- Account Teams enabled
- Default Sharing set to restrictive levels (Private)
- Desire to reduce manual repetition in day-to-day management of account team changes and auditing.

Please play the application demo for a complete screencast overview.

IMPORTANT: This application has less-than-trivial pre- and post-installation requirements. Please review the Installation Guide (to the right) in detail. The guide is also available as a Google Online Presentation at the link below:

http://docs.google.com/present/view?id=dgn8rj6j_147drtbhxck

Benefits of installing the Managed version:

- Easy upgrade path for bug-fix and major releases. No danger of a potential loss of data when installing an updated version.
- Licensed context allows for premium support.
- Intended for environments with limited desire or capability to manage third-party applications.
- Open Source version can be installed in a sandbox environment to overcome the source code restrictions.

Thank you for your interest.

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