Account Managers

In this article we will discuss the role and how to add Account Managers to your RForm account.  Account managers are people - for example other members of your company you assign to administer your Rform™ account and your projects. Account managers can: create projects, assign people to project teams, create forms, edit forms, issue forms, approve forms or delete forms, and add other administrators. 

Account managers are not automatically assigned to a role in each project. This means they can view project information without being directly involved. You can think of them as invisible observers with full access to project details. This role is ideal for principals or administrative staff who need to oversee projects without actively participating in them. Managers can do the following:

• Create, edit, and delete projects

• Add and delete people (users)

• Create, edit, and issue forms

• Remove, approve, or delete forms

• View billing information

• Cancel your account
  
  

1. To access your Account Manager page, from the dashboard click on Settings. 
   

2. Click on the Account Managers tab on the Settings page.
   

3. Click the Add Account Manager button to enter which of your contacts will be an Account Manager. 
   

4. Then select which of your contacts will be set as Account Managers and click the Save button.
   

5. If you don’t see your desired Account Manager in your Contacts list then click the Add new Contact text link bottom left of the window to add the contact now. 

6. To Edit the details of an Account Manager click the Edit text link on the Contact Card then update the details of the contact.
   

7. To Remove or Delete a Contact from being an Account Manager click the Remove text link to remove them. Note that removing a person from the account manager role does not remove them from the Contacts Cards. See the Managing Contacts help page for more info.

8. One of the Account Managers can be designated as the Account Owner on this page using the radio button.  Usually the principal owner of the company is the Account Owner and has their billing information listed for monthly project fees. 
   

9. Please note that you can also access the Account Manager page by navigating to your RForm dashboard and clicking the Add Account Managers tab.