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Maintaining Managers
Maintaining Managers
- From the menu bar, click Profiles > Managers.
The list of managers, the client company they are associated with, last login date and the status of the account.
Expand the Search Options by clicking on the
How do I edit an existing manager?
- From the list of managers, click the Edit icon in the Actions column to get to the Edit Manager screen
Other options
- From the list of managers, click the drop down menu next to the Edit icon in the Actions column to get options to
- Change the Roles of the Manager
- Switch to the Manager
- View Messages (e-mails) sent to the Manager
- At the bottom of the screen there are options to
- Send Welcome Emails
- Reset and Send Passwords
- Unlock an Account
- Send Timesheet Reminders
- Send Approval Reminders
- Export the list of Managers to a .csv file
How do I add a new manager?
- From the list of managers, click the Create icon
- A Client window appears where you can search for and select a Client. Click OK
- The Create Manager screen is displayed.
- In the Main tab, add the name, address and other contact details for the manager. 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 role 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.
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