Managers
On this page, you can find a list of all managers to which clients can be assigned.
General information
The following information is provided about each manager:
- Name
The manager’s name.
The manager’s email address.
- Title
The manager’s title (such as
Mr.orMrs.).- Enabled
The status of a manager’s profile. Clients can be assigned only to
Enabledmanagers.- Default
If a manager is set as the default, all new clients will automatically be assigned to that manager, considering country restrictions.
Only one manager can be set as the default at a time.
It is also possible to have no default manager. In this case, new clients will be assigned to existing managers sequentially, still considering country restrictions.
If no manager meets the country restrictions for a client, the client won’t be assigned a manager. For more information on the assignment process, refer to Example below.
To view details of the manager’s profile, click the Edit button.
Details
On the details page, you can additionally view the manager’s phone number and edit their profile.
To apply country restrictions to a selected manager, click the Actions button in the upper-right page corner and select Country restrictions in the dropdown:
Deny only — the manager can be assigned to all clients, except for those from the selected countries.
Allow only — the manager can only be assigned to clients from the specified countries.
Rules — a list of countries to which either the Deny only or Allow only rule is applied.
Example
This example illustrates the process of assigning new clients to managers.
Suppose we have the Default manager with the country restriction Allow only set to Vietnam, meaning that the Default manager can be assigned only to clients from Vietnam.
In addition to the Default manager, there are two non-default managers:
Manager 1 with the country restriction Deny only set to
Germany, meaning that this manager can be assigned to all clients except for those from Germany.Manager 2 without country restrictions.
The assignment process works as follows:
A client from Vietnam — the client will be assigned to the Default manager since the country restriction is met in this case.
A client from Germany — the client can’t be assigned to the Default manager due to the country restriction and can’t be assigned to Manager 1 either due to the same reason. Therefore, the client will be assigned to Manager 2.
A client from China — the client can’t be assigned to the Default manager due to the country restriction. The client will be randomly assigned to Manager 1 or Manager 2. In this case, suppose the client is assigned to Manager 1.
A client from UAE — the client can’t be assigned to the Default manager due to the country restriction. Sequentially, the client will be assigned to Manager 2 as the previous client was assigned to Manager 1.