Knowing who has ownership of an account at any given moment, as well as knowing how to quickly and easily assign and transfer accounts, is important. The good news is, we make it pretty straightforward. MediaOS allows you to edit, mass edit, and even change accounts to Fair Game all in one place.
Changing ownership from one user to another while filtering for addresses.
Editing an Account #
Editing an account's Details Page is the quickest way to change ownership for a single account. This will automatically maintain a log of the account's ownership to ensure a clear record of who owned what account when.
Tip: Click here for an in-depth look into Account Details.
To edit an account:
- Navigate to the account's page.
- Method 1: Click the magnifying glass found at the top of the MediaOS navigation menu, then search for the account name.
- Method 2: Click Accounts using the left-hand navigation menu. Click on the account name to open the details page.
- Click the Edit button found on the account page.
- Click the Account Owner drop-down menu and select the new owner.
- Click the Save button to save your selection.
Mass Editing #
An administrator can perform a mass edit and re-assign accounts en masse by completing the following steps:
- Click Accounts using the left-hand navigation menu.
- Click the magnifying glass to expand the search form and display search parameters.
- Filter the list of accounts to the desired list to be re-assigned.
- Click the Filter button when you have completed your search parameters.
- Once filtered, click the checkbox located in the column header to select all of the filtered accounts.
- Click the Batch Action button. Select Assign to Users. This will provide the option to re-assign the accounts.
- Use the Transfer to Users dialog box to select the users that you want the selected accounts to be re-assigned to.
- You can select multiple users using this dialog. Use the Quantity to Assign Each User field to split the accounts automatically.
- If there are upcoming activities, use the Re-assign Upcoming Activity Items Where Possible checkbox to assign activities to the new account owner.
- Click the Complete Transfer button to change account owners.
Fair Game #
To learn more about claiming ownership of accounts that are Fair Game please click here.
