When creating a Company, Brief, Project, Estimate or Job, you will be prompted to assign an Account Executive (AE). There will be a dropdown field populated with names of your staff members who are designated as AEs. You can add or remove staff members from this dropdown list in the Admin section of your Function Point system.
Navigate to the Admin Area
Check the AE Permission
From the list of individual permissions, click the checkbox beside the "Admin | AE" permission.
Click Submit in the bottom right of the page to save this change.
Note: this permission only adds the staff member to the AE dropdown list. It does not grant any other permissions. To give broader permissions, consider assigning them to the Account Executive Permission Set. Check out this article to learn how: Manage Permissions/ Permission Sets
See the Results & Repeat as Needed
Navigate to anywhere in the system with an AE field to confirm the change was made successfully. You can repeat the steps above to assign any other staff members as AEs in the system.
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at support@functionpoint.com with any questions, concerns, or comments. We're happy to help.
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