Account Manager

Owned by Gabrielle Pollack
Last updated: Oct 24, 2023
2 min read

Account Managers manage entire Accounts, which can include many tiers and users. Account Managers have the following permissions/responsibilities within their accounts:

  • Build and manage the account hierarchy, including all tiers.

  • Create, update, and deactivate users and tier managers

  • Create, update, and deactivate Campaigns

  • Access and interact with the account dashboard and transaction monitor

  • + everything tier managers and users can do.

 

Assign an Account Manager

Applies to:

  • Admins

  • Organization Managers

  • Account Managers

To assign someone as an Account Manager:

  1. From the navigation menu on the left side of the page, click Settings.

  2. On the Account Settings page, select the Account Manager tile.

  3. Select an Account Manager from the existing list of users in the account, or click + Create New.

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

Remove an Account Manager

To remove an account manager, click the X to the right of the account manager’s name.