New account manager

Here's how to set up one of your team to be an account manager.

That means they can have their own clients on the system.

To start, log in to your dashboard and click the Account Managers tab.

You'll see there any of your practice's team who are already set up as account managers.  Click the New account manager button.

Put in your colleague's contact details.

Senior or not?

Senior account managers can see all the practice's clients who are using the system, and also set up new account managers and assign clients to different account managers.

If you want this person to be a senior, tick the Senior account manager box, otherwise leave it unticked.

Give the new account manager a password.

Finally, click Create account manager to save the new account manager, or Cancel to close this screen without saving.