Add/Edit Account Managers

You’ll learn how to:

• Explains how to access the Account Manager option from the Applicant and Student Dashboard under the Details section.
• Describes two methods to add or update an Account Manager: via the dashboard edit icon or through the Edit Applicant/Student screen.
• Clarifies that linking an Account Manager is optional and not mandatory.
• Highlights system limitations, including allowing only one Account Manager per applicant or student.
• Explains that once an applicant is converted to a student, changes must be made from the Student Dashboard.
• Demonstrates how to remove an Account Manager by selecting the empty option in the dropdown and saving changes.

IMPORTANT: At the end of this lesson, you’ll need to complete the quiz before moving on to the next topic.