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4.2. BackOffice: Multi-Account Users

Since BackOffice does not offer an option to access multiple databases under a single login, it is helpful to at least assign the same User Name when clients have many accounts with us.  Users do have access to edit their names if needed, but ideally we should set them up consistently ahead of time to make it as user-friendly as possible.  Below is a list of the most frequent repeat clients and a quick reference for their admin user setups.  

Also, if the contact is highlighted in yellow, it means they typically include the Statement of Organization for government reporting setup with the contract (e.g. the C1 for WA/Argo or the CA 410 for others).  So, if it is not included as extra pages on the contract or separately attached by the sales rep, follow up with the sales rep to see if they just forgot to attach.  

Waldo Arballo

Bill Baber 

Jason Bennett - Beth and Katherine are no longer with Argo. So, Jason is the contact until they find a replacement. Jason seems to prefer the generic "info" email address no matter who is the primary contact.  Also, the vast majority of Argo contracts have special email pricing ($.005 / free 5000/mo).    

DeeDee Garrelts - Keep in mind DeeDee only works part time, typically after 1 pm Pacific Time.

Nancy Haley

Emily Hoover - see also this wiki: Talent Paymaster

Kelly Lawler

Janice Marshall

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