# 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](#find-and-review-account-managers) |
| Add a person to the list | [Add an account manager](#add-an-account-manager) |
| Assign account ownership | [Assign account ownership](#assign-account-ownership) |
| Remove a person or export the list | [Remove or export account managers](#remove-or-export-account-managers) |
| Resolve a message | [When an account-manager action does not work](#when-an-account-manager-action-does-not-work) |

Start with [Before you start](#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).

## Find and review account managers

Review the grid headers and account-manager rows.

**Prerequisites**

- You can open the account-manager page.

**Steps**

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

   ![Review the account-manager list, its headers, and the header controls](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/05812848c94f920d8471ac2148fe53e7.png)

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](#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](#assign-account-ownership), [removing or exporting
account managers](#remove-or-export-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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f9a994058fed692be7b0862ee2534d94.png)

| 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).

## 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**

1. Select **Add account manager**.
2. In the **Add Account manager** dialog, open **Users**.
3. Select the person to add in **Users**.
4. Select **OK**.

   ![Review the add-account-manager dialog before submitting it](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ca2b010aa37ad96f761eb09ea614bb63.png)

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](#assign-account-ownership) or
[removing or exporting account managers](#remove-or-export-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**

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

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

4. If you selected **Yes**, wait for the account-manager list to reload.

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).

## 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**

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

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

4. If the permanent-delete dialog opens, read `Are you sure you want to delete this user totally from the database?`.
5. Choose one action:

   | 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).

### Export the account-manager list

**Prerequisites**

- Your account has export permission.

**Steps**

1. Select **Export**.
2. Choose the export option in the **Exporting List:** dialog.
3. Choose one action:

   | 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](#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).

## 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.