Manual Account Assignment


1 comment

  • Shmulik Golan

    Hi Yacine.

    The account Role can be assigned to a specific account (using the 'Account Assignment' widget on the account profile page, as a batch action (using an account segment) or remotely, using API or CSV upload.

    When you are using the UI (using the widget or the segment), the user must be active (i.e., a real CSM that logged into the system), so I assume this is the reason you cannot see Ashton.

    Please review our Academic documents for more details (a good start can be the following KB)


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