Account managers

Account managers overview

The Account managers reference screen is the place to review the people listed as account managers and maintain that list. Use it when you need to add an account manager, assign account ownership, remove an account manager, or export the list.

Account ownership identifies the account manager who owns the selected account.

If you need to…	Go to
Review the list and its headers	Find and review account managers
Add a person to the list	Add an account manager
Assign account ownership	Assign account ownership
Remove a person or export the list	Remove or export account managers
Resolve a message	When an account-manager action does not work

Start with Before you start to check the conditions for the work you need to do.

Before you start

The list uses your available list layout for its data headers. The actions available to you also depend on your permissions and on the state of the selected row.

An account owner is a user who can assign account ownership.

Before you start	What must be true
List layout	An available list layout supplies the data columns.
Add	Your account has permission to add an account manager.
Ownership	You are an account owner, and the selected row is not already an account owner.
Remove	The selected row is not already an account owner.
Export	Your account has export permission.

When these conditions are in place, find and review account managers.

Find and review account managers

Review the grid headers and account-manager rows.

Prerequisites

You can open the account-manager page.

Steps

Open the account-manager page.
Read the headers shown in the grid.

Review the account-manager list, its headers, and the header controls

The current list shows these headers:

Header	What it identifies
Name	The account manager's name.
Email	The account manager's email.
Phone	The account manager's phone number.
Position	The account manager's position.
Active	Whether the account manager is active.

The header also contains Add account manager and icon-only controls titled Refresh, Table Layout, and Settings. When the list has no rows, it shows No data.

Result: The account-manager list is open, and you can see the headers and available header controls.

Use Understand the account-manager screen to review the list's areas and available actions.

Understand the account-manager screen

The screen combines a list of account managers with actions for maintaining the list. The data headers come from your list layout, so the headers you see can vary with that layout.

The data columns are read-only. The screen does not provide an edit control for an existing account manager. Continue with assigning account ownership, removing or exporting account managers when you need those actions.

When you select Add account manager, the Add Account manager dialog contains the Users searchable selection field. The field carries a required marker, and the dialog provides OK.

Review the Add Account manager dialog, the required Users field, and OK

Screen area	What you can do there
Data columns	Review the grid headers.
Existing account managers	Existing account-manager records are read-only on this screen.
Add dialog	Select a person in Users, then submit with OK.

To add a person, follow Add an account manager.

Add an account manager

Follow these steps when you need to add a person to the account-manager list.

Prerequisites

Your account has permission to add an account manager.
You know which person to select in Users.

Steps

Select Add account manager.
In the Add Account manager dialog, open Users.
Select the person to add in Users.
Select OK.

Review the add-account-manager dialog before submitting it

If you select OK before choosing a person, the required field uses the message This Field Is Required.

Result: If the add request is accepted, the account-manager list refreshes.

Continue with assigning account ownership or removing or exporting account managers.

Assign account ownership

Use account ownership to identify the account manager who owns the selected account. The Make as account owner action appears when you are an account owner and the selected row is not already an account owner.

Prerequisites

You are an account owner.
The selected row is not already an account owner.

Steps

In an eligible row, select Make as account owner.
Read the ownership confirmation in the dialog.
Choose one action:

If you need to… Select
Confirm the ownership change Yes
Leave ownership unchanged No
If you selected Yes, wait for the account-manager list to reload.

If you need to…	Select
Confirm the ownership change	Yes
Leave ownership unchanged	No

The ownership dialog states Account Ownership has been changed and The new manager should receive an email shortly to notifying his new role.

Result: If the ownership operation completes, the account-manager list reloads and the dialog closes.

Continue with removing or exporting account managers.

Remove or export account managers

Follow the removal steps for an eligible row. Follow the export steps when you need a file of the list. The two actions have different conditions and outcomes.

Remove an account manager

Prerequisites

The selected row is not already an account owner.

Steps

Select the row's delete icon.
Read the exclusion question: Are you sure you want to exclude this user as account manger?.
Choose one action:

If you need to… Select
Leave the account manager on the list Cancel
Continue the removal Delete
If the permanent-delete dialog opens, read Are you sure you want to delete this user totally from the database?.
Choose one action:

If you need to… Select
Stop permanent deletion Cancel
Submit permanent deletion Delete

If you need to…	Select
Leave the account manager on the list	Cancel
Continue the removal	Delete

If you need to…	Select
Stop permanent deletion	Cancel
Submit permanent deletion	Delete

Result: If deletion succeeds, the account-manager list refreshes.

To create a file of the list, follow Export the account-manager list.

Export the account-manager list

Prerequisites

Your account has export permission.

Steps

Select Export.
Choose the export option in the Exporting List: dialog.
Choose one action:

If you need to… Select
Close the dialog without exporting Cancel
Submit the export Export

If you need to…	Select
Close the dialog without exporting	Cancel
Submit the export	Export

If the list has no rows, the export action uses the message NO Data to Export.

Result: If rows are available, the selected export is sent for processing; otherwise, the empty-list message appears.

Continue with When an account-manager action does not work if a message appears.

When an account-manager action does not work

Use the message on screen to choose the next action.

What you see	What it means	What to do
`This Field Is Required`	Users has no selected person.	Select a person in Users.
`Are you sure you want to exclude this user as account manger?`	The exclusion confirmation asks whether to remove the manager from the list.	Select Delete to continue.
`Are you sure you want to delete this user totally from the database?`	The permanent-delete dialog is open.	Select Delete to submit the deletion.
`Account Ownership has been changed`	The ownership confirmation reports the ownership change.	Continue after the ownership dialog closes.
`The new manager should receive an email shortly to notifying his new role`	The ownership confirmation includes a notice for the new manager.	Continue after reviewing the notice.
`NO Data to Export`	The list has no rows to export.	Return to the list and use the headers to confirm whether rows are available.
`You can not delete yourself`	The selected account manager is your own user.	Do not use deletion for your own account manager entry.
`Your request was completed successfully`	The common success response is displayed.	Continue with the next list-maintenance task.

After you resolve the message, return to What to do next.

What to do next

After reviewing the list, continue with the next task from the same screen: add an account manager, assign account ownership, remove an eligible account manager, or export the list. If the list shows No data, use Add account manager to begin adding a person.

The list remains the starting point for these maintenance tasks.