- From the menu bar, click Profiles > Managers.
The list of managers, and the client company that they are associated with, is displayed.
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.
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.
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.