Account Role Overview
Last Updated: 11/23/2025
Mod Advisor allows you to optionally assign two Account Roles at the Account level:
- Producer / Relationship Manager
- CSR / Account Executive
Both of these fields are populated from your list of Users in Mod Advisor. These fields are entirely optional and are not required to create or use an Account.
When a Producer / Relationship Manager is defined at the Account level, this value is used as the default on Reports > Cover Pages. When generating a cover page for that Account, Mod Advisor will automatically use the assigned Producer / Relationship Manager instead of prompting you to select None or choose a User each time.
The CSR / Account Executive field does not currently drive any report defaults or system behavior. It is used primarily for tracking and management purposes.
Common uses for these fields include:
- Tracking accounts by Producer or CSR
- Monitoring workload by Producer or CSR
- Reassigning accounts when there are staffing or role changes
When navigating to the Account screen in Mod Advisor, you will see two columns: Producer / Relationship Manager and CSR / Account Executive. Both columns are optional and can be left blank if you do not wish to track these roles.
To assign or change these values, go to the Account screen, click the Edit icon in the Action menu for the desired Account, and select a user for each role from the available user list. You may assign one, both, or neither.
Assigning a Producer / Relationship Manager at the Account level ensures that Reports > Cover Pages automatically default to that user for the Account, reducing clicks and preventing mis-selection.
Assigning a CSR / Account Executive makes it easier to filter, review, and batch reassign accounts or workloads if there are changes in CSR staffing or role assignments.