Managing a team of KAM

Here is how you can manage the members of a KAM team : add, modify or delete teams

How to manage a team ?
How to delete a team ?


HOW TO MANAGE A TEAM ?
(modify, add or remove members)

To manage a team, follow these steps:

  1. In the dashboard of your Manager account, click on the 'KAM accounts' tab in the menu bar.

    image (50)

  2. In the 'KAM accounts' page, click on the 'Team management' button. 

    image (51)

  3. Select the team you want to modify from the 'Teams' page.
  4. The 'Team details' page opens up and you can now modify the name of the team, add a new member or delete a current member of the team.
    image (54)
  5. Validate your choices by clicking on the 'Confirm' button.

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HOW TO DELETE A TEAM ?

  1. In the dashboard of your Manager account, click on the 'KAM accounts' tab in the menu bar.

    image (50)

  2. In the 'KAM accounts' page, click on the 'Team management' button.  

    image (51)

  3. Select the team you want to delete from the 'Teams' page.
  4. The 'Team details' page opens up and you can now click on the 'Delete the team' button.image (55)
  5. In the pop-up, click on the 'Delete the team' button to confirm your choice.

    Capture d’écran 2022-03-03 à 18.06.46

Deleting a team will only dissolve the team, but the KAM accounts linked to it continue to exist. If you want to delete them as well, you need to do it directly on the respective KAM account.
Check Modify / Transfer / Delete a KAM account

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