User/Client Management

User/Client Management

FAQ - User/Client Management

Overview
You have the ability to create and assign Account Managers to your clients

How do I assign an Account Manager?
The Account Manager must be a registered user in the system.  Only Super Admins, Business Unit Admins and Agents from the Client’s business unit will be available for selection in the dropdown. The Account Manager field only allows a single user assignment.  In the future, we may expand upon the Client record and add additional job role assignment fields or Account Manager fields.

Pro Tip: Once an Account Manager is assigned to a Client, we are able to pull the Account Manager’s Name, Email, and Contact information.  We can then dynamically pull the Client’s Account Manager information and re-use it in other parts of the platform, such as the Account Manager Contact Card, or in the future, on dashboard media widgets.