What does the account manager role do in the customer portal?

Account Managers are one of a kind in the customer portal. They are required for initial setup, and there is only one account manager per account. The Account Manager acts as the “admin” for the account, they can control all aspects of the portal including:

• Create/edit/remove users from the account via the “manage users” tab
• Approve and review orders placed by others on the account
• Assign project managers to one or many different “project lists” for easy job site specific ordering
• View all past and current invoices
• Save favorited items to your storeroom for easy checkout next time
• Edit saved information such as payment, addresses, contact info, and more