- What are Account Owners?
- Why use the Account Owner Tool?
- How to Add or Remove Account Owners
- How to Add Notes to an Account You Own
- Removing Account Owners and Notes
What Are Account Owners? An Account Owner is a member of your team who is associated with specific accounts for your property in the Knowland platform. One or more members of your team can be assigned to any account. There is no limit to the number of accounts you can be assigned to as the owner.
Why use the Account Owner tool? The Account Owner tool works together with several dashboard widgets to provide additional analytics on the accounts you own. If you do not have any accounts assigned to you, you are not able to take full advantage of the insights provided by these widgets. Additionally, users can track notes on the account page that are visible to their team. Use this feature to track communications or update the status of accounts.
How to Add or Remove Account Owner(s)
- Click the blue icon on the right of the account page to assign an owner.
- Select or unselect an account owner from the list of users and click save.
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- The blue icon will change to indicate how many people (3) are assigned to the account owner and the assigned owner will receive a Knowland Account Assignment email.
How to Add Notes to an Account
- Create a new note by clicking the paper add note icon.
- Enter your note and click Save.
Removing Account Owners and Notes
- Navigate to the overview tab on the account page.
- Locate assigned owner and notes. To delete the owner and notes select the red trash can icon.
TIPS
Share an account with other members of your team? Accounts can be assigned to multiple owners. Feel free to add accounts that others have added too.
For additional support, please email clientcare@knowland.com.