Managing Account Managers and User Roles

Managing Account Managers and User Roles



Create Account Manager

To add the details for any ‘Account Managers’ (AM) you wish to add into printIQ follow the steps below.

All this is managed from the Admin > Users menu at the top of the screen.

 

On the Users screen you can either filter the Users to AM (Account Manager) Only, or sort the information by the AM column to group your Account Managers together.




Select the + on the User page or 'Create' from the Admin menu
  


Enter all the required User details. 


To set this user as an Account Manager, slide the Account Manager slider to Yes. 



Once complete, click ‘Create User’.
Your new user will now show up in the User list.

Bulk Assign Customers to a new Account Manager

To assign all Customers, Quotes and Jobs to a different account manager, follow these steps.

Edit the User for the Account Manager you want to turn off.

Change the 'Yes' next to Account Manager to 'No'

Click Update User

In the Account Manager In Use pop up, select the new Account Manager's name. Click Update and the Customers, quotes and jobs will be updated. 
If their name does not show up, check that the user setup has Yes next to Account Manager
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