Account Manager Introduction

Summary

Account Manager is the ideal tool for managing multiple customer accounts. Save time and reduce stress with our streamlined interface that gives you the freedom to customize account tiers and hierarchies. Add an account at the click of a button and get customers up and running quickly and efficiently.

The Account Manager places the power of Flex UC’s multi-tenant structure up front and center. With the Account Manager you have  access to a customer overview, allows setting limits and restrictions on what the customer can see, and helps you manage the selection of their carrier strategy. It also allows management of customer login credentials.

This saves you time and reduce support requirements with our easy to use turn-key interface that gives you the the power to customize account tiers and hierarchies. Simply add accounts with just a few clicks and customers are up and running quickly and efficiently.

 


Features

The Account Manager App includes a very interesting set of features. These are
designed to streamline account management and make the on-boarding of customers easier.

 

Multi-Tenant Account Support

Our multi-tenant system design provides built-in isolation of account data, login credentials and permissions. Never worry about cross-client security issues or data breaches.

Account Jump

Account Jump saves you time and clicks by allowing you to navigate to any of your accounts without having to navigate the accounts tree, switch accounts without having to switch apps, and return to the parent account quickly. This is especially helpful when you’re navigating between hundreds of customer accounts.


Set Account Limits

Quickly and easily set inbound, outbound, and twoway channel limitations on an account lets you decide the numbers of channels customers have access to.

 


Control Sub-Account’s Access to Apps

 

Control what customers see by enabling and disabling applications, functions and views tailor the exact customer experience desired. This way you can control features you give your customers access too.

Updated on January 4, 2019

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