Assigning Accounts
Assigning Accounts
Company assignment needs to completed for Account managers (ACC_MGR) to view assigned section's information in your Asset General instance.
End User Company assignment for ACC_MGR users
Asset General Administrator and Client Administrator can do the company assignment for Account Managers.
To assign companies for Account Manager(s):
Go to detail view of the created Account manager user profile.
You can see the "Assigned Companies" section at the bottom of the page.
Click on "Edit Assignments" to do the customer assignments for Account manager(s).
Select companies for selected Account manager and hit SAVE to complete the Company assignment.