GVL users with the Account Manager role have the ability to:
Add new users
Edit an existing credit card on file
Add a new credit card
Update the billing address
View current account subscription plan
The Account Manager role can be added to any users already on the account by following these easy steps.
A user with an Account Manager role will log into their GVL account.
On the homescreen, locate the “Clinic users” section, located above the “Recent Activity” table. Then click on the “Manage Users” button.
On the “Active” tab locate the user(s) you would like to assign an “Account Manager” role to.
In the “Actions” drop down for each user, select the “Add account manager access” from the dropdown.
The user will now have the Account Manager role enabled on their account. The next time the user logs in they will have access to the Account Manager home screen and abilities that come with the role.