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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.
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Assign an Organization Manager
Applies to:
CS/Onboarding Admins
XPAs
Super Admins
To assign someone as an Organization Manager:
Locate the Organization in the Organization List. Hover over the downward arrow in the Action column and select Organization Settings.
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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.
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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Remove an Organization Manager
not built