Buying Groups

note

Your ability to access account settings may depend on the permissions setup by your organization.

This settings area defines the Member Roles available to your Buying Groups — the named subsets of an Account's Contacts that model who actually decides a deal.

Roles are defined once, account-wide. That's deliberate: when "Champion" means the same thing on every Buying Group, your segments can rely on it — "every Economic Buyer across all open deals" only works if everyone maps deals with the same vocabulary.

Default Member Roles

Every Paminga instance starts with five roles:

• Champion
• Economic Buyer
• End User
• Blocker
• Influencer

These are a starting point, not a fixed set. Shape them to match how your team actually maps deals.

Managing Member Roles

The Member Roles grid lists every role defined for your account.

• Add a role — click Add Member Role, name it, and save. It's immediately available in every Role picker.
• Rename a role — edit it from its row actions. The new name applies everywhere the role is used: existing Buying Group members, the Role pickers, and the Buying Group Membership segment condition.
• Delete a role — remove it from its row actions. Members who held that role stay in their Buying Groups; they show no role until you assign them a new one.

tip

Renaming beats delete-and-recreate. A rename carries every existing member assignment with it; deleting a role clears the role from its members.

Where Member Roles Appear

• The Role picker when adding or editing members on an Account's Buying Groups tab
• The Role picker in the Segment Builder's Buying Group Membership condition, where "any Buying Group + a specific Role" turns your role taxonomy into targetable audiences