In OttoMatey, White Label (WL) managers oversee specific workspaces. These managers help ensure smooth operations and efficient management within their assigned areas.
Types of White Label Managers
There are three categories of WL managers:
Success: Focuses on customer success and retention.
Sales: Handles sales-related tasks and performance.
Success + Sales: Combines responsibilities from both roles.
Note: Users can only see their assigned Success Manager on their dashboard.
Adding and Removing WL Managers
Access the Admin Panel
Navigate to the Admin Panel and select Whitelabels.
Choose the Desired White Label
Select the white label workspace you want to manage.
Go to the Managers Section
In the settings menu, click Managers on the left-hand sidebar.
Modify Managers
To delete or edit an existing manager, click the three-dot icon next to their name and select the desired action.
Add a New Manager
Click the + Create Manager button in the top-right corner.
Choose the type of manager you wish to add.
To assign a Success + Sales manager, enable both toggles.
Assigning a WL Manager to a Workspace
Find the Workspace
In the Admin panel, search for the workspace by entering its name in the Search field.
Scroll to the Assigned Team Section
Locate the Assigned Success & Sales Team section.
Assign Managers
Use the dropdown menus to assign Success and Sales Managers to the workspace.
All changes are saved automatically.
Viewing Assigned Managers
The interface displays how the assigned manager will appear to end users on their dashboard, ensuring transparency and clarity for everyone involved.
By assigning Success and Sales Managers in OttoMatey, you ensure that each workspace is properly managed, driving both customer satisfaction and sales growth. Use this guide to streamline the process and maintain efficient operations.
If you have any questions or encounter issues, don’t hesitate to contact our Customer Support team. We’re here to help!