How to do it
Either:
- on All clients, choose a person in the Owner column (owners and admins), or
- in the client's setup, open the Services step and choose the Account manager.
Brands use their client's account manager.
What happens next
- The client appears in that person's My clients.
- Higher-priority signals about the client, such as connection problems and reputation alerts, appear in their My work.
- The change is recorded in Activity, as "Account manager changed", or "Client profile updated" if made in client setup.
Being account manager does not by itself give someone access to a client. Access is set when a team member is invited. See Team roles and permissions.