> ## Documentation Index
> Fetch the complete documentation index at: https://ago.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Manager

> Allow users to view chat history and analytics for their assigned customers

Account managers are users who can access chat history and dashboard analytics for the customers in the organizations they manage. This provides a middle tier between regular customers and staff administrators.

## What It Does

The account manager role enables scoped access to platform data. When a user is designated as an account manager and assigned one or more organizations, they can only view data associated with those organizations:

* **Chat History**: Only threads from users in the managed organizations
* **Dashboard Analytics**: Only metrics from managed customers
* **User Lists**: Only users belonging to managed organizations

Staff administrators retain full access to all data regardless of organization assignments.

## How to Access

1. Navigate to **Administration > User Management** in the admin panel
2. Select the user you want to designate as an account manager
3. In the user profile, assign one or more organizations under the **Organizations Under Management** field
4. Save the changes

Once organizations are assigned, the user automatically becomes an account manager and can log in to view their scoped data.

## Available Options

### Organization Assignment

Assign one or more organizations to an account manager. The user will only see data from users whose email domain matches the assigned organizations.

### Data Scope

Account managers have read access to the following, filtered to their assigned organizations:

| Data Type           | What They See                                     |
| ------------------- | ------------------------------------------------- |
| Chat history        | Conversations from users in managed organizations |
| Dashboard analytics | Performance metrics for managed customers         |
| User lists          | Users belonging to managed organizations          |

### Email Domain Linking

Users are automatically linked to organizations based on their email domain. When a user authenticates, their email domain is stored for efficient filtering. This means:

* Users with an `@acme.com` email are linked to the "Acme" organization
* Account managers assigned to "Acme" will see all `@acme.com` user data
* Both direct organization assignments and email domain matching are supported

## Use Cases

### Regional Account Management

Assign geographic regions by organization. A regional manager can monitor chat performance, review conversations, and track analytics for only their assigned customer organizations.

### Customer Success Teams

Give customer success managers visibility into their portfolio. Each CSM sees only the conversations and metrics for the organizations they own, enabling focused support without access to unrelated data.

### Partner Management

External partners or resellers can be given account manager access to monitor their end customers without seeing data from other partners.

## Security

* Account managers can only see data from their managed organizations
* There is no way for account managers to bypass organization filters
* Staff users retain full access to all data regardless of assignments
* All filtering is enforced automatically on every request

## Related Documentation

* [Organization Management](./organization-management-feature) - Managing organizations
* [User Management](./admin-user-management) - Managing users and roles
* [Access Control Rules](../users/access-control-rules) - Configuring access control