Anyone with access to our platform can run full Company or Contact searches and export credits, but only managers are able to access additional administrative functionality. During the onboarding process, your Customer Experience Manager configures your organization in the system. It is during this initial setup that you will need to provide a list of your team members and indicate who should have manager-level access.
Here is what managers can do within the platform.
Manage all users in your organization via Team Accounts. This allows you to update information, set an individual credit quota, or remove users.
Upload organization-level suppression lists. Users without manager-level capabilities can also upload these lists, but they’d only be applied on their individual account, not to the organization as a whole.
View all Previous Orders across the organization. Regular users can only view previous orders that they personally exported.
Upload bounced email addresses. You must have a manager-level account in order to submit bounced email addresses for review.
If you believe your account needs to be updated to include manager-level permissions, simply ask one of the managers on your team to give you access via the Team Accounts tab under Manage.