For account managers
How to keep track of several clients' work at once, sign in and out of their accounts, and handle whatever's waiting for you.
This is how you keep track of the clients assigned to you at once, and how you sign in to one of their accounts when you need to go there.
Who can ask what?
Apex only does what the person asking is authorised to do. Which companies you see is decided by your group.
Click your own role, and only the example prompts you can ask Apex for stay on the page. The filter only rearranges this page; it changes nothing in your account or your permissions.
Several requests at once
You can link the portfolio overview to the next step in a single sentence, Apex works through it all in order.
- What happens
- Apex fetches the status of the companies assigned to you, and also puts them in order: items with a change requested first, then missing or inactive approvers. Whether there's a campaign ready to launch, it checks at a named company.
- Where it shows
- The answer comes in the chat, and the same thing shows with live indicators under the Portfolio item in the user menu too.
- What happens
- Once you've entered the company's account in the Customer view, Apex checks their approval status, and if there really is no approver assigned, it puts out a card to set one. Once approved, Anna Clarke becomes the company's approver.
- Where it shows
- The answer and the card appear in the chat.
- What happens
- Apex names from the portfolio overview which company has a decision waiting, then checks Sample Ltd for the items waiting on a decision and whether there's a campaign ready to launch.
- Where it shows
- In the chat.
Apex only checks the campaigns at the named company, it doesn't go through the whole portfolio one by one.
- What happens
- The same handover tool runs as anywhere else: Apex asks for approval on a card, then moves the open tasks over, with a summary message to George Hughes.
- Where it shows
- In the chat.
For this, you need to enter Sample Ltd's account in the Customer view, and both Anna and George need to be users of the company. The full handover process is covered in detail in the Tasks and team topic.
Portfolio overview
Apex tells you at a glance which client needs your attention, and what's worth checking first.
- What happens
- Apex goes through the companies assigned to you, and puts first where there's genuinely something to do: an item with a change requested, or a missing or inactive approver. It looks for a campaign ready to launch at a named company.
- Where it shows
- The answer arrives in the chat, and the same thing shows with live indicators under the Portfolio item in the user menu too.
- What happens
- A company only appears for you if it belongs to your partner group. Another partner's clients and Trendizz's direct customers don't get included. Trendizz staff can see every company.
- Where it shows
- In the chat.
If you think a company should be assigned to you, that's a question of allocation; Trendizz can change this in the Company manager (user menu).
- What happens
- Apex opens the selected company: it sets out the items waiting on a decision by name and type, then the campaigns, saying whether they're running, ready to launch, or what's holding them up.
- Where it shows
- In the chat, and the same thing in detail on the Portfolio's company view.
Apex only looks at the named company in detail, it doesn't go through the whole portfolio one by one.
- What happens
- If everything is approved, there's an approved letter sequence and a working sender (the mailbox that actually sends the letter) in the campaign's language, Apex says the campaign is ready to launch; it leaves the launch itself to a human decision.
- Where it shows
- In the chat.
If it's not ready, Apex names what's missing: approval, a working sender, a signature, an approver, or that the first subscription payment hasn't come in yet.
Signing in to a client's account
Apex tells you where to switch companies, what changes once you're in, and how to get back to your own.
- What happens
- Apex shows you where to switch: at the top of the left-hand rail, on the 'Customer view' row, you can search by name or domain, and switch to the company with the Sign in button. Only you can sign in, Apex doesn't do this for you.
- Where it shows
- The top of the left-hand rail, below the logo.
The system logs every sign-in.
- What happens
- The left-hand rail becomes entirely their company: their data, their conversation with Apex, their Excluded domains tab. The user menu at the bottom stays yours.
- Where it shows
- In the chat.
- What happens
- There's an exit row at the bottom of the switcher panel, but any of your own menu items also take you out of there: opening account settings or the language first takes you back to your own company, and the page opens there.
- Where it shows
- In the chat.
Logging out is different from this: it closes your whole session.
- What happens
- Yes. Whatever the account manager role allows, you can ask Apex for it in the company's account too.
- Where it shows
- In the chat.
The exact limits are in the next section.
What you can do there, and what you can't
You can reach a lot inside the client's account, but the decision always stays where it belongs.
- What happens
- Whatever you prepare in their company's account, a letter or a signature, always goes to them for approval; Apex automatically approves their own content, never yours. There's no way around it.
- Where it shows
- In the chat, and the card also on the Account manager place.
If they request a change, it comes back to you, and you need to respond before it moves on. The exception is a company where Trendizz has switched off the approval process: there the content goes ahead without approval.
- What happens
- If you have the right at that company, yes: you can upload the completed company profile template, Apex checks it and fits it in. If you don't have that right, Apex says who the company's editor is, and doesn't upload the file.
- Where it shows
- In the chat.
This needs administrator or company lead rights at that particular company. The full company profile process is in the next section.
- What happens
- Yes, the Excluded domains tab shows for you too, when you sign in to a client's account.
- Where it shows
- The left-hand rail, in their company's view.
- What happens
- The approval always stays with their designated approver, you can't decide on their behalf. You can only change the company memory if you have administrator or company lead rights at that particular company, too.
- Where it shows
- In the chat.
Whatever you prepare always goes to their approver, and if they request a change, it comes back to you.
Onboarding a new client
The company profile, designating the approver and inviting colleagues all start here.
- What happens
- Apex gives you the Trendizz company profile template as a download card, in Hungarian or English, and in the English version for any other language. The company fills it in, or you do based on their material, and you then need to upload the completed file.
- Where it shows
- In the chat.
- What happens
- Apex checks the uploaded file, fits it into the company's memory, and this closes off the company's onboarding, you don't need to flag separately that it's done. If it finds something wrong, it names exactly what to fix.
- Where it shows
- In the chat, on an upload card.
This needs administrator or company lead rights at that particular company, or Trendizz system administrator rights.
- What happens
- Apex puts out a card to set it; once approved, Anna Clarke becomes the company's approver, and from now on every submitted item waits on her decision.
- Where it shows
- In the chat.
If the name fits more than one person, Apex asks who you meant.
- What happens
- A new colleague can be invited on the company's Team management page, with the Invite button. Their company lead and administrators can do this; you can do it in the Customer view only if you have such rights at that company too.
- Where it shows
- In the chat.
The Company manager page doesn't let you add a user, it only shows the existing ones.
What's waiting at which client
Apex names whose responsibility an item is, and where there's no one who can decide.
- What happens
- Apex names the company that has an item with a change requested. It names the item itself when you ask for that company's details.
- Where it shows
- In the chat.
If you've only just put it out for approval, it doesn't appear as a change request yet.
- What happens
- Apex names which company has no one assigned, or where the assigned account is banned; nothing can be decided there until someone becomes the approver.
- Where it shows
- In the chat.
- What happens
- Apex doesn't send a reminder on your behalf. At the named company, it tells you how long the oldest item has been waiting, and you need to make contact yourself.
- Where it shows
- In the chat.
The form of contact, phone or letter, is always up to you.
- What happens
- The company's own designated approver always decides, at their own Account manager place; you only prepare and submit it there, you can't take the decision over from them.
- Where it shows
- In the chat.
The full approval process is covered in the Approvals topic.
Handover and assignment
What happens when someone else takes over their work, and who can assign a company to another partner.
- What happens
- The same handover tool runs as anywhere else: Apex asks for approval on a card, then moves the open tasks over, with a summary message to George Hughes.
- Where it shows
- In the chat.
For this, you need to enter Sample Ltd's account in the Customer view, and both Anna and George need to be users of the company. The full process, the time window covering the leave, and whether you can hand over their companies along with the tasks, is covered in the Tasks and team topic.
- What happens
- Assigning a company to another partner happens on the Company manager, and only Trendizz staff can do this.
- Where it shows
- In the chat.
- What happens
- The Company manager shows the data, subscription and users of the companies assigned to you. Trendizz staff also see the service level and the limits on top of that. Apex doesn't change anything here, it just explains what it sees.
- Where it shows
- In the user menu, Company manager.
Good to know
The decision is always yours
Wherever approval is needed, Apex shows the card, and only carries it out after you click.
It only works from what it has
Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.
Another team's company
If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.
In your own words
You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.
A closed system.
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