Accounts Management

Once the number of publishers grew to decently large number, it became difficult for our account managers to keep track of all the publishers in spread sheets and csv files. I was asked to make it easier for our account managers to view and edit our publishers accounts.

I created a tab in the internal dashboard that allows an account manager user to search for an account and view how complete, in percentage, their profile is. As well as view an other meta data such as paypal email, email, phone etc ... To view and edit the account in detail the user can click on a tile and view a form which is all inline. Therefore when a user blurs a field it will save the value, without the need of a submit/save button.

At the very bottom the user can drag n drop a copy of their W9 which we securely put away.