Account Managers

The My Accounts list for an account manager — My Accounts. The contracts you've been named a manager on, with read-only access to their details.

If your admin has named you a manager on one or more Accounts, a My Accounts entry appears in your sidebar (regular users only — admins/owners/finance see all accounts via the Settings menu).

What You Can See

My Accounts lists every account where you're a designated manager: name, customer, contract number, and active status. Click any row to open the read-only Account Detail page, where you can browse:

The account's hierarchy (POPs, CLINs, LCATs)

Current rate cards and rate history

Hours logged against the account by your team

Invoice periods and totals

The Roster tab — who is currently assigned charge codes on the account, by CLIN (see Roster)

The Burndown tab — T&M spend against the ceiling (see Burndown)

You can't change anything on the page — pricing, rates, and assignments are managed by admins.

Why This Exists

This gives program managers, project leads, or customer-facing staff visibility into "their" contract without giving them admin rights to the rest of the company. Talk to an admin if you should be on an account but don't see it in My Accounts.