Assigning a customer to an account manager ensures that the account manager can only view and manage that customer.
This helps a lender control customer access. A typical use case is that a lender can assign high-worth or high-priority customers to specific team members, preventing others from accessing such customers.
Also, multiple customers can be assigned to an account manager.
To assign a customer to an admin user, follow the steps below
1. Log in to your admin console
2. Click the "Customers" sub-tab under the "Customer Management" tab
3. On the specific customer, click the "more" icon and click "Add Account Manager"
4. Select the office of the desired team member then select the "Account manager" field to find the admin.
5. Click on a team member on the dropdown presented and click "Add Account Manager"
After submitting this, click on the customer profile to view their profile page and you should see the added account manager in their details under the Back office section in the General details tab
Both the customer and the team member will get an email notification of the changes.
Similarly, on the web app, the customer should see their newly assigned account manager and receive an email about this new change.