While we provided in-depth information on managing Locations and Levels in another section of the knowledge base, this article serves as a helpful reminder of the steps to add a manager to either a location or a level.

From the main Admin Page, head to the Location Administration page.

Select a client, and then you can either head to the Clients tab and use the Add/Edit Locations link, or simply use the Quick Jump bar!

Adding manager to a Location

Once on the Location Administration page, find the location you want to add the manager to, and use the Edit link.

The Location Administration page for that Location will open, allowing you to select a manager from the Location Manager dropdown.

In this step, you can also use the Add Location Manager link. This will open the Manager Administration window, allowing you to enter the needed information.

Once you are done, simply hit the Save Changes button at the bottom of the page.

Adding manager to a Level

From the Levels & Groups dropdown, select the level you want to add the manager to. Remember that the dropdown options will depend on your Client Setup!

Hit the GO button, and on the Subdivision management group, use the EDIT link.

Once you have selected the manager from the Level Manager dropdown, simply use the Save Changes button!