SASSIE

To add a new manager, or edit the existing manager's permission, you will use the Manager Administration page.

To get there, start at the main Admin page.

Select a client, use the Clients tab and click the Add/Edit Managers link. Or, simply use the Quick Jump bar!

Add a Manager

To add a manager, use the Add Manager dropdown: select the manager type and simply hit the GO button.

If you see a ** NO TEMPLATE ** message, please open a Support Tracker and request template creation.

You will need to fill in some of the fields in the Manager Administration page.

First Name: The manager's first name.

Last Name: The manager's last name. Keep in mind that a manager cannot have the same first, and last name as another manager for the same client.

Login: The Manager's login name. This will be used by the manager to log into the System.

Keep in mind that a manager cannot have the same login as another manager for the same client. 

A manager with Client Master or System Administrator access cannot have the same login as another administrator, regardless of client

Password: The manager's password.

The password must contain at least one uppercase alphabetical character, at least one lower alphabetical character, it has to be at least eight characters long and must contain at least one number or a symbol.

Client: The client this manager is associated with.

In most cases, you will leave this set to the current client.

Email Address: The manager's e-mail address. This is an optional field, but if you want the manager to receive any e-mails from Sassie, it must be filled. This address does not have to be unique, and several managers may share the same e-mail address.

Account Email: The manager's e-mail address for Password Reset e-mails.

Language Preference: Set the manager's language preference from the dropdown.

Access Options

Depending on the type of the manager you are adding, you will be able to select from six different permission access types.

System Administrator

This will grant the manager access to your system. The manager will be able to have many upper-level permissions, but keep in mind many of the permissions can be turned on and off individually.

Any account with the Scheduler access must also have System Administrator access!

Client Master

This will grant the manager a lower level of administrator access to your system.

It is intended as a way of giving client managers access to review shops, manager their own locations and managers, as well as to export their shop data.

Reviewer

This will give the manager an ability to review shops.

A reviewer must have either System Administrator, or Client Master access for all clients for which they have Reviewer access.

You will be able to set the shop status range for the shops the reviewer will have access to review.

Manual Scheduler

This will grant the manager the ability to manually schedule shops, as well as to edit shop settings.

A Scheduler must have System Administrator access for all client for which they have manual Scheduler access.

Auto Scheduler

This will grant the manager the ability to autoschedule shops, as well as to edit shop settings.

A Scheduler must have System Administrator access for all client for which they have manual Scheduler access.

Client Supervisor

This will grant the manager access to all shops and locations, but they will not have an admin access.

To prevent the manager to be able to log in, check the Disable Login checkbox. Keep in mind that the manager will still appear in reports and receive e-mails! To disable e-mails, delete their e-mail address.

Manager Permissions

Beneath the Access Options form, you will see a list of permissions that a new manager will have, depending on the manager type template. 

If the permissions are not correct, please open a Support Tracker to update the template!

The manager will, depending on their permissions, be able to edit their account either through My Account Administration, or Client Account Administration.

Edit a Manager

To edit a manager after creation, use the Edit link in the manager's row.

The form you will edit is identical to the one you filled when you added a new manager, and it shares the same requirements.

You will only see the client checkbox lists for the clients for which the manager has access. To modify an account, simply change their information and hit the Save Changes button.

Delete a Manager

To delete a manager, use the Edit link found next to the manager's e-mail.

Once you are on the Manager Administration page, you can simply use the Delete Manager button above the manager information box.

Keep in mind you can only delete managers that have no shops associated with them!