Learn more here about managing a client account
How to get there
- Access Partners from the toolbar
Only the administrators or owners of a consultancy account will be able to assign or remove account managers.
Adding account managers
- From your Dashboard, select the account
- Click Add on the left of your screen
- Select one or more of your employees
- Hit on Add
If the managers do not have an administrator or owner role in your own Holded account, they will have access exclusively to the data of their assigned accounts.
Remove account managers
- From your Dashboard, select the account
- Tap the minus (-) icon right next to the manager you want to remove