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  • Create, update, and request deactivation of Accounts

  • Build and manage the Hierarchies in each Account

  • Create, update, and deactivate users and managers

  • Create, update, and deactivate Campaigns

  • Access and interact with Account Dashboards and Transaction Monitor

  • + everything Account Managers, Tier Managers, and Users can do.

Assign an Organization Manager

Applies to:

  • CS/Onboarding Admins

  • XPAs

  • Super Admins

To assign someone as an Organization Manager:

  1. Locate the Organization in the Organization List. Hover over the downward arrow in the Action column and select Organization Settings.

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  1. On the Organization Settings page, select the Organization Manager tile. Select an Organization Manager from the existing list of users in the account, or, click + Create New Manager.

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b. If you clicked + Create New Manager, enter a first name, last name, and email address. Click Submit to create the Organization Manager’s account. A verification email will be sent to the address entered.

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