Account Managers

The account manager keeps a track of the customer account and keeps them up to date. The account manager have permissions to view all the request raised by the contacts in the account, thereby coordinating with the support rep to solve the issues immediately.  

1. Click the Admin tab in the header pane to open the configuration wizard page.

2. Click on the Account Managers icon under the User and Related Settings block. The Account Manager list view page opens. From this page, you can add, edit and delete an account manager.

Add Account Manager

1. Click on the Add New Account Manager link.

2. Enter the Personal Details of the Account Manager such as Name and the Employee ID. The Name is mandatory field.

3. Specify the Contact Information of the account manager such as, E-mail, Phone and Mobile details in the respective fields.

4. Specify the Login Details of the account manager such as, Login Name, Password and Re-type Password details

5. Click Save to save the details.

Edit Account Manager

1. Click the Edit icon beside the account manager name to be edited.

2. Modify the details and Save the changes. At any point, if you wish to cancel the operation that you are performing, click Cancel.

Delete Account Manager

1. Click the Delete iconbeside the account manager name to be deleted. This opens confirmation dialog box.

2. Click OK to proceed with the delete operation. If you do not want to delete the account manager click Cancel.