Astemo Sellside | Project Management | Tab 2

A project is usually allocated to a selling company and not to an individual user of the selling company.

Key Accounts are supplier users that are assigned to a customer. The Key Account responsible can now assign colleagues of his company for each supplier project role.

To access projects in the SupplyOn Project Management , a user must be defined as a 'Key Account' by the Company Administrator. This is essential for ensuring proper access to all customer-created projects. The Main Key Account is particularly important, as they will receive email notifications for new projects.

Add a Key Account

• Log in to SupplyOn
• Navigate to 'SupplyOn Services' - 'Project Management'
• Select the tab 'Key Accounts'
• Use the drop-down menu 'Please select...' to select the user you wish to store as a key account for the Service Project Management and then click on 'Save'. 
• Here you also have the option to differentiate between customers or to define the user as the 'Main Key Account'.
• All details for the Key Account are in the video Astemo | Project Management | Key Account