Add/Edit/Delete Account Manager

In this lesson, you will learn:

• How to access the Account Manager option from the Applicant or Student Dashboard.
• The two ways to assign or update an account manager:
  • Using the Edit icon in the Details section of the dashboard.
  • Through the Edit Applicant or Edit Student screen.
• How to assign an account manager and save the changes
• That only one account manager can be linked to an applicant or student at a time.
• That once an applicant is converted into a student, the account manager can no longer be changed from the Applicant Dashboard.
• How to update the account manager from the Student Dashboard after conversion.
• How to remove an account manager.
• How to remove the account manager from:
  • The Edit Applicant screen for applicants.
  • The Edit Student screen for students.
• How the system updates the dashboard once the account manager is removed from the profile.

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