Accounts
Every account has one person who answers for it
The client calls and somebody asks “whose was this?”. Our answer is a role that grants exactly one thing: sight. Every other permission stays where it was.
5 min read
Whose was this?
In a services firm an account passes through several hands: whoever referred it, whoever sold it, whoever delivers. When the client calls, “whose was this?” is a question about the organisation's memory, and if the answer lives in people's heads it leaves with them.
So every organisation gets one person who answers: the account manager. A workspace admin names them, or the current manager hands over, and both acts are recorded with who did it and when.
Exactly what the role grants
One thing: sight. The account manager reads the organisation and everything on its page, whether or not they sit on any of its deals. That is all. Editing, deleting or moving a stage do not come with the role; those stay where they were, on each deal's team.
The strictness is deliberate. A role that grants one named permission can be explained; a role that is “responsible for everything” is one nobody can describe a year later.
And beside it
Three more things that arrived the same day
A contact's officers
Every contact carries a set of officers; its creator is in it from the start and can release themselves. Being an officer of a private contact means seeing them, and nothing more.
A holding sees its group
Ownership between organisations is declared with a share, and the holding's page shows the opportunities and engagements of everything it controls; a hundred subsidiaries from one pasted table.
Two blocks of money
Funnel estimates and signed contract values, per currency, never added: two currencies cannot be summed without a rate, and the product holds none.
The My accounts lens
The organisations list has a manager column, and the My accounts lens narrows it to the organisations you manage. A lens only narrows; it never shows you something you could not see.
Give every account a person
Bring in your organisations and name a manager for each.