How to assign/edit a Territory Manager to Corporate accounts?
Assigning a Territory Manager to Corporate accounts is now possible through Admin. These allows merchants to track revenue per territory manager.
When creating a corporate account, you will be required to select a Territory Manager by selecting from a list of users in the dropdown.
Once a corporate account is created, you can update the territory manager. To do this:
- Go to Admin > Customers.
- Search for the account.
- Click on Edit Details.
- Choose a new Territory Manager from the dropdown.
- Click on Save Details.
You have the option to either create new Territory Managers through the Admin interface or convert an existing admin user into a Territory Manager. Think of them as dedicated managers specifically assigned to oversee each account.
Here's how you can edit or create a new Territory Manager:
- Go to Admin > Settings.
- Under User Permissions choose User List.
- To create a new Territory Manager, click on New User and check the box for Territory Manager.
- To update an existing user, select the user from the list and click on Edit Details then check the box for Territory Manager.
- Click Save User.
Need more help? Send us an email at support@getprado.com and we'll be happy to assist you!
