Account Managers

Modified on Thu, 9 Jan at 3:06 PM

Account > Settings > User Access

Account Managers can log in to the end user portal to manage all the products and users on the account. They have the same level of account access as an Admin end user, but they do not have voice services themselves. This is the only user type available for Business Lines and SIP Trunks. It's also great for System Admins or IT users who need to help manage accounts but don't need the voice services of an end user.

Account-Level Access

Account Managers have the highest level of end user access to manage the product(s), features, and users on the account. On Business Cloud Communications, Account Managers are the equivalent of a Super Admin, and on Cloud PBX, they are the equivalent of an Admin user. However, they do not have the same level of access as Platform Users, so they still need to contact their service provider for certain things.

For a comprehensive list of the features and settings Account Managers and other end users have access to, see also:

End User Access(BCC)
End User Access(Business Lines)
End User Access(CPBX)
End User Access(Specialty Lines)

Add an Account Manager

1. In the Admin Portal, go to Account > Settings > User Access.

2. Click [+Add Account Manager].

Account Settings - Account Manager 1

3. Enter the following information:

Account Settings - Account Manager 2

Field	Description
Name	Enter the user's first and last name.
Email	Enter the user's unique email address. The same email address cannot be used for both an Account Manager and an end user or on multiple accounts.
Branding Domain	Select the branded portal URL this Account Manager will see. This field is only available if your partition has multiple branding domains. Emails to the user to welcome them to the Voice Portal or reset their password will be branded based on this subdomain.
Language	Select the user's primary language: English or French.

4. Click [Save].

No default password

An activation email will be sent to the user with their username, temporary password, and a link to the portal. They will be prompted to set a new password when they log in.

See also: Reset End User Password