SITEFORUM - Maximizing Enterprise Value


 
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Account Manager

Account manager is a user role that is assigned to people who deal with the various accounts found in the directory, they also manage events and tasks.
To assign a role to a user...
  1. Go to Marketing and CRM
  2. Search and find the user
  3. Click access rights
  4. Choose the role you wish to assign
  5. Save


 

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