> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account/account-officer.md).

# Account Officer

The Account Officer page allows you to manage and oversee account officers, add new officers, view and edit their details, manage their access levels, and control their active status. This guide will walk you through all actions available on the Account Officer page.

## Accessing The Account Officer Page

1. Log into the application using your credentials
2. From the dashboard, navigate to **Accounts** in the side menu
3. Select **Account Officer** from the dropdown list

<figure><img src="/files/8F7Ggkx1epLwSgh8IGAD" alt=""><figcaption></figcaption></figure>

> The page displays a table listing each officer's Staff ID, Name, Phone Number, Access Level, Branch Name, Date Created, Status, and Actions. You can also search for a specific officer using the **Search officer name** field at the top right of the page.

## Adding a New Account Officer

To create a new Account Officer:

1. Click the **Add** button at the top left of the page
2. Use the **Select User** dropdown and choose from the list of active users created under User Management, the system will autofill the First Names, Last Name, and other basic details
3. Fill in the remaining fields: **Branch**, **Staff ID**, **Phone Number**, **Access Level**, **Gender**, **Address**, **Supervisor Name**, and **Supervisor Email**
4. Click **Save** to add the new officer

<figure><img src="/files/swgbem5CmCKbqUMinNqY" alt=""><figcaption></figcaption></figure>

## Modifying Account Officer Details

1. In the Actions column, click the three vertical dots (⋮) next to the officer's record
2. Select **Modify** from the dropdown
3. Update the necessary details, such as **Staff ID**, **Gender**, **Access Level**, or **Supervisor Name**
4. Click **Update** to save the changes
5. Click **"Yes, I want to proceed"** to confirm the update, or **"No, thanks"** to cancel

## Viewing Account Officer Details

1. In the **Actions** column, click the **three vertical dots (⋮)** next to the officer's record
2. Select **View** to see the full details of the account officer record

## Unlinking a User from an Account Officer

1. In the **Actions** column, click the **three vertical dots (⋮)** next to the officer's record
2. Select **Unlink User** to remove the user account linked to this officer record

## Activating An Account Officer

1. In the **Actions** column, click the **three vertical dots (⋮)** next to an InActive officer's record
2. Select **Activate**
3. Click **"Yes, I want to proceed"** to confirm, or **"No, thanks"** to cancel

## Deactivating An Account Officer

1. In the Actions column, click the three vertical dots (⋮) next to an Active officer's record
2. Select **Deactivate**
3. Click **"Yes, I want to proceed"** to confirm, or **"No, thanks"** to cancel

{% hint style="info" %}
The option shown in the Actions dropdown (Activate or Deactivate) depends on the officer's current status.
{% endhint %}

### **Filtering Account Officer Records**

1. Click the **Filter** button at the top right of the page
2. Enter your preferred filter criteria
3. Click **Apply** to display the filtered results

{% hint style="info" %}
You can also select multiple and reassign account officers all at once.
{% endhint %}