Key Account Holder

The Key Account Holder button lets Install Managers view the details of the Key Account Holder and also change the Key Account Holder.

Note: Install Technicians cannot change the Key Account Holder. For more about Technician roles, refer to Installer Portal overview > 'TECHNICIANS tab'.

1. Click the Key Account Holder button.

   The Key Account Holder lightbox displays.

2. Click the CHANGE KEY ACCOUNT HOLDER button.

   The New Key Account Holder lightbox displays.

3. Enter the email address of an existing SMB app user for this site.

4. Click OK.

5. In the confirmation pop-up, tick the check box then click OK.

   The selected user is given the Site Manager role and is made the Key Account Holder. They will receive an email informing them of the change.