Edit an account manager

This article explains how to edit an account manager’s details and assign them a different role.

If you need to add a new account manager to your Practice Dashboard, find out how to add a new account manager.

Editing an account manager’s details or role

Begin by logging in to your Practice Dashboard and selecting the 'Account managers' tab.

Select the relevant name from the list.

Edit their name, contact details, role or change which account manager and client group(s) they're added to.

Once you’ve made the relevant changes, select ‘Update account manager’ to complete the process.

Assigning new roles in bulk

To change the role of multiple account managers in bulk, select the checkbox next to each account manager you want to assign a new role to.

Once you’ve selected the relevant account managers, select ‘Assign user role’. 

Choose the new role to assign to the selected account managers and select 'Assign role'.