Setting Account Managers

Learn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager.

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago


  • You'll need CRM Admin rights in order to follow the steps in this article

Setting CRM Users as Account Managers

Here's how you set a CRM user as an Account Manager.

Step 1: Open the Users page

In the navigation menu, head to 'Settings' and click on 'Users'.

Step 2: Select a User

Click on the CRM user from the list that you'd like to make an Account Manager. Then, scroll down to the 'Per-Profile Access & Permissions' section.

Step 3: Edit User Settings

Expand the profile(s) that the user has access to and click on 'Manage User Settings'.

Step 4: Set User as Account Manager

Simply tick the box 'List this user as an Account Manager'.

Assigning Records to Account Managers

Now we've set a CRM user as an Account Manager, lets look at how to assign this Account Manager to a Company.

Step 1: Locate a Company

Search for the Company you're looking to assign an Account Manager to.

Step 2: Assign Account Manager

In the Details page and in the Categorisation tile, simply select an Account Manager from the drop-down list to assign them to this Company.

By assigning a CRM user as an Account Manager, they'll get access to other insights within the CRM like the Account Manager Dashboard.

Follow the steps in this article to set Account Manager restrictions.

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