Assigning account managers

Assigning and Removing Account Managers

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Managers and accounts

At any time any number of account managers can be assigned to any client account. The following should be taken into consideration when assigning account managers:

•	Users with medium (account manager) access rights would be able to view only projects of client accounts assigned to them.

•	Unless such user has been assigned at least one client account of a particular client, they will not be able to view that client.

•	Users with account managers access rights will also be able to view any projects, to which they have been assigned as project managers.

•	Users with medium (account manager) access rights would be able to create projects only within accounts which they have been assigned.

Note: Access rights for each user can be set in Projetex Server Administrator Corporate Settings tab Users and Access section.

More about access rights.

Existing accounts with currently assigned account managers are displayed on Client Profile tab.

Assigning and removing account managers

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.

1. Open Main tab of Client window.

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

3. Click Account Managers button which will open Assign Account Managers window.

4. Select required account using Select Account drop-down list in Assign Account Managers window.

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.