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Granular Employee Roles and Report Filters
You can now assign more granular roles to your team members and filter reports by specific manager types, resolving previous ambiguities in employee assignments.
More granular roles can be assigned to your team members and filter reports by specific manager types, resolving previous ambiguities in employee assignments.
What's New
Previously, multiple manager types were combined under a single setting, which cluttered reports with unrelated employee names.
Key Capabilities
- Granular employee roles: Specific designations for team members, including Agency Manager, Partner Manager, and Managed Payment Manager.
- Updated report filters: Filter and export admin reports, customer tables, and partner reports using precise manager categories like Sales Manager, Account Manager, and Partner Manager.
- Customer account assignments: Assign a dedicated Managed Payment Manager to customer accounts and view Agency Managers directly on the customer summary card.
