Updated on 2024-03-13 GMT+08:00

Assigning Customers to an Account Manager

A partner can assign customers to an account manager, and view or unassign the assigned customers.

An account manager can view the customers assigned by the partner on the Customer Business > Customer Management.

After an account manager is assigned for a customer, the account manager can manage the customer. Specifically, the account manager can view the expenditure records of the customer, and the customer's consumption and revenues generated during the management period belong to the account manager.

Procedure

  1. Use your partner account to log in to Huawei Cloud.
  2. In the drop-down list of your account name, click Partner Center to go to the Partner Center.
  3. Select Sales > Customer Business > Customer Assignment on the top navigation bar.

    The Customer Assignment page is displayed.

    If no account manager is available on the Customer Assignment page, choose Account Management > Organization Management > Users > Create User and add account managers. For details, see Creating a User.

  4. Click Assign Customer in the Operation column.

    The Assign Customers page is displayed.

  5. Click Select Customers.
  6. In the Select Customer dialog box, select a customer whom you want to assign to the account manager and click OK.

    You cannot select a customer who has already been assigned to an account manager. You can select Show Unassigned Customers to display all unassigned customers.

  7. Confirm the added customer in the customer list and click OK.

  8. A message is displayed stating "Customers have been assigned successfully."

    You can click Delete in the Operation column to delete an added customer.

Other Operations

  • Viewing the customer list

    Click View Customers in the Operation column. On the View Customers page, view the account manager information and the customers assigned to the account manager.

  • Unassigning customers

    After you remove the account manager, this customer will not be managed by the account manager. The expenditures and revenue of this customer will no longer be counted for the account manager.

    • Unassigning a single customer

      Click View Customers in the Operation column. On the View Customers page, click Unassign Customer in the Operation column. Then in the Unassign Customer dialog box, click OK.

    • Batch unassigning customers

      Click View Customers in the Operation column. On the View Customers page, select target customers and click Unassign Customers. Then in the Unassign Customer dialog box, click OK.

    The unassignment will take effect on the 1st of next month (GMT +08:00). The customer expenditures are still counted into this account manager before the effective date.