- From the menu bar, click Profiles > Managers.
The list of managers, and the client company that they are associated with, is displayed.last login date and the status of the account.
Expand the Search Options by clicking on the
How do I add a new manager?
- From the list of managers, click Add.On the Client Companies screen, click the client for which you want to create a manager.click the Create icon
- A Client window appears where you can search for a Client. Click OK
- The Create Manager screen is displayed.
- In the User Details area, add the name, address and other contact details for the manager.
Tip: For each area of this screen, click the blue question marks against each field if you need clarification of what that field requires. Most are self-explanatory.Click OK.
The manager is added to the list of managers. Firstname, Lastname and Email address are mandatory. - Click Save. The Username and Reference fields are populated
- Tip: You can also create managers directly from the client profile. For more information, see Maintaining Clients.
Who can see managers?
- Administrators with read or read-all role.
- Consultants with the read-all line can see any manager.
- Consultants with read-only can view managers for a specific placement that the consultant is assigned to.
Who can create managers?
- Administrators with the create-manager role.
- Consultants with the create-manager role.
Who can modify managers?
Administrators with the write-all role
Consultants with the write-manager role can modify the managers for a specific placement that the consultant is assigned to.
Consultants with the write-all role can modify all managers.