Configure Point of Contact and Account Manager
Role Required: SDAdmin
Point of Contact and Account Manager are customer organization roles that can be assigned to requesters with login access to the application.
The Point of Contact is a person who can, by default, view and monitor the customer's assets, problems, changes, reports, and work logs.
Account Managers are requesters who can be given specific permissions to monitor particular activities of the customer.
For example, the Point of Contact role can be assigned to the company's administrative head to monitor all activities, while Account Managers could be administrative leads responsible for specific modules such as Changes and Problems of the customers.
Configure Point of Contact
The Point of Contact is a requester in a customer's organization who can view the respective customer's data.
They can be reached by the MSP for matters related to the customer organization.
Any requester who is added as a point of contact will be configured by default to have access to view worklogs, reports, assets, problems, and changes.
Role Required: SDAdmin
To configure a point of contact,
- Go to the Customers module and open a customer's details page.
- Under POINT OF CONTACT on the right pane, click Configure.
- On the pop-up displayed, select the user from the drop-down and click Associate.
The selected user will be added as the point of contact under the respective section.
To remove the selected user as the point of contact, hover over the user and click 
.
The POC and AM can also be configured from Setup > Instance Configurations > Organization Roles. Learn more.
Configure Account Manager
The Account Manager is a requester of a customer with login access to the application. The account manager can be provided with access to the customer's data to monitor it.
The SDAdmin can configure requester roles and associate them with the account managers.
Account managers can be configured to view work logs, reports, assets, problems, and changes related to the customer.
A customer can have a maximum of two account managers.
Role Required: SDAdmin
- Go to the Customers module and open a customer's details page.
- Under ACCOUNT MANAGER on the right pane, click Configure.
- On the pop-up displayed, select the user from the Account Manager drop-down.
- Select a role to associate with the user from the Requester Roles drop-down
- Finally, click Associate.
The selected user will be added as the account manager under the respective section.
To remove the selected user as the account manager, hover over the user and click 
.
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