Admin > Account Manager

To create a new account manager, click on the +Account Manager button from the Account Manager Welcome screen. The system will take you to the Account Manager Entry Screen, where you will be able to input or modify the relevant information associated with the account. Select the appropriate account manager code and name, along with other required details that need to be filled in. It is crucial to enter the correct account manager code and name to avoid any confusion in the future.

After filling in the details of the Account Manager, click on the Save button to save the changes.

Fields and their Explanations

Field Name	Explanation
Account Manager Code	This is a mandatory field and cannot be left blank
Account Manager Name	This is a mandatory field and cannot be left blank
Account Manager link to all Campuses	Check this option to select this Account Manager for all campuses
Campus	You can select a specific Campus for the Account Manager here
User	Select the User from the drop-down list.
Active	Check this tick-box to make the Account Manager active.