New Account Managers can be added via the Add Account Manager tab or by Import tab. Existing Account Managers can be edited or deleted via clicking on the edit hyperlink on the right hand side of the page, which will take you to the Account Manager Maintenance page.
The Account Manager edit page contains data that can be collected about an Account Manager for user “informational” purposes. The Account Manager first name and last name are required fields. An Account Manager needs to be “linked” to a Organization via the Organization field pull-down table. Organizations need to be set up before creating associated Partner Reps.
Until this page indicates ‘Has Logon’ equals ‘Yes’ this user will not be able to see assigned accounts.
If a user logon is restricted to the Account Manager assignment level then that logon must be set up as an Account Manager level logon and the first name and last name on that logon must exactly match the first name and last name of the Account Manager page. This will be further explained in the Logon Management section of this document.
Account Manager Assignment Tables
The Administer Account/Account Manager function is where you set up an Account Manager associated with a particular Group. This can be reached via the Administration function in the top banner of the application.
