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Assigning Account Managers

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To assign or remove an account manager, you need to have production manager access rights. There are two ways of assigning account manager: when editing or creating a client account, and in the Client Profile tab itself, by clicking Account Managers button.

To assign account manager to a client account:

1. Open Main tab of Client window.

2. Select a client, to which you wish to assign account managers.

3. Click Accounts tab.

4. Select an account and click Edit button.

5. To assign an account manager to client account, select this manager in Available Staff field, and click <<Assign button.

6. To remove an account manager from client account, select this manager in Assigned Staff field, and click Remove>> button.