Setting up Account Share access for Sales users
Fulfilling Production orders doesn't stop when an Account Executive is out of office or otherwise unavailable to fulfill their tasks in a timely manner.
The Account Share access setting helps solve this problem.
How It Works: Share Access
When the Account Executive is out of office, it's likely to be helpful to have someone else on the team manage their production-related tasks. With this in mind we encourage the use of the Share Access setting to ensure work continues to flow. By using Share Access, you enable another member of the team to manage your order-related tasks, in your absence.
To configure this setting, navigate to and click your profile/avatar (in the upper right corner) and click Profile. Go to the bottom of the page, click Edit, then navigate to the Share Access section, and from the Grant Access To My Account drop down select the user to whom you are granting Share Access.
The list of users in the drop down includes only those users with Order Entry and Edit Order privileges - typically another Account Executive, Sales Manager, Sales Assistant or entity Admin.
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