Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager
Users and/ or Schools should be able to be grouped by having an "account manager" assigned. In my team there are 3 people who look after the checking and publishing in Dext, based on which user submitted the entry, and the school they are located. The inbox has hundreds of entries, 2/3 of which are for another team meamber. It would be great if the Costs inbox (and I suppose Sales could work the same way) could be filtered so that I only see the entries that I need to deal with.
The alternative would be that User Admins should be able to set up an inbox and select which schools/ users they want to see.
Amber Wilson
shared this idea
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Aneri Patel
commented
We’d love to see more control over user visibility — specifically the ability to limit what managers can see based on their direct reports.
For example, we want a manager to only view and manage documents submitted by their own team members, not everything in the account. This would help with privacy, clarity, and reduce noise for larger teams.
It would be great to have a permission level or a team-based visibility setting where we can assign users to specific managers and restrict access accordingly.
Thanks for considering this!
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Laura Rayner
commented
There should be the ability to assign an accounts officer to each user and then filter the inbox by the accounts officer. Then i can sort the costs inbox and only see the purchases i need to process and not hundreds of others.