Account Ownership grants a Contact viewing and editing privileges.
As an Account Owner, Contacts have access to the following Account information:
Overview of Account information (Note: Account Owners can edit basic account information. Client Service Teams will be notified of changes.)
Contacts tied to the account (not editable)
Payroll information (editable)
Logins (editable)
Files (Exception: Firm Only files)
Note: Account Owners can only see their personal Messages, Requests, and Tasks.
An Account Owner's View:
Note: If Account Ownership is taken away, users will no longer have access to the Account through the Accounts tab and users will no longer have access to files that are not directly tied to their Contact record.
To assign Account Ownership:
Navigate to an Account.
Select the Contacts tab.
Hover over a Contact.
Select Edit.
Check the Account owner? box.
Select Update.