When a Contact is assigned as an Account Owner, they gain viewing and editing privileges for specific Account information.
Account Owners can View & Edit:
Account Overview: Basic account details.
Note: Changes made will notify the Client Service Team or Default Message Recipient.
Payroll Information
Logins
Files:
Exception: "Firm Only" files remain inaccessible.
Contacts associated with the Account (view-only, not editable).
Account Owners Cannot View:
Messages they are not included in..
Requests and Tasks not assigned to them.
What Happens if Account Ownership is Removed?
The contact will lose access to the Account through the Accounts tab.
The contact will no longer have access to files that aren't directly linked 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.