Agents can invite an Account Manager to place Orders and manage their account on their behalf.
To get started on their account, they would need to click on Settings:
From there, they would need to click on Account Managers & Contact and click on Invite an Account Manager
What is the Process Once an Account Manager has been invited?
Once you add the email and invite the account manager, an email is sent:
The Account Manager will click "Accept Invitation" and will be asked to log into their account (if they do not have an account they will be able to set one up)
The Account Manager will verify their account via a PIN
Once verified the Account Manager can click to Accept the Invitation:
The Account Manager will then have access to manage the new account
Notes
Invitations expire after 3 days. If one expires, the Agent can send a new invitation.