The Manager Administration page allows you to view, add, and edit client managers.
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!
What is Manager Administration, and how can I use it?
The Manager Administration page allows you to manage managers for each client level, as well as client masters, client supervisors and staff administrators.
Each manager has an individual login and individualized permissions that allow and restrict their access to various system features. Managers can be associated with client locations and levels, to track their performance and give them access to shops and reports.
This page allows you to create, edit, and delete managers, along with viewing which managers have access to which levels. From this page, you can also log in as any manager you have created or edited to check your settings.
If you are looking to add an Administrator to your system, you can do that through the My Manager Administration page!
Manager Console
The control box at the top of the manager page allows you to choose which managers you would like to view. You can select a client and manager type, and search for managers by a specific level or by name.
Client
This dropdown allows you to select the Client for which you would like to view the managers.
If you have permissions to edit System Administrators, that will also be an option in the Client list. Selecting System Administrators will refresh the page, and take you to the My Managers Administration page.
Mgr Type
This dropdown allows you to filter the manager list by type.
Show All will, naturally, display all the managers for the selected Client. However, you may also choose to view managers for a specific level. Levels listed here, will match levels you have set during your Client Setup.
Keep in mind that a level manager is one that has been associated with a location or a level through the Location Administration page. Even if you add a new manager using a specific level template, that manager will not appear in that level's list until they have been associated with a level!
If you are looking into a manager list for a certain level, an additional bar will appear, allowing you to further refine the list. Keep in mind that in case of locations (level 1), you will need to search by location ID, rather than Location Name.
If you have sufficient permissions on your account, you will also have the option of viewing three additional manager types.
A Client Supervisor is a client manager who has no admin access, but, by default, can view data for all locations.
A Client Master is a manager who has client master access for this specific client.
A Staff Administrator is a manager who has system admin access for one client only. Administrators with system access to several clients are listed under System Administrators.
Activation status
This option allows you to view the managers whose accounts have been enabled, disabled, or both.
Search for Manager
To search for a manager by last name, type all or part of the last name into the Search for one Mgr box, then click GO. This will bring up a list of all managers whose last names match the search you specified.
Add Manager
If you have selected a specific manager type, and there is a manager template designated for that level, you will have the option to add a manager of that type.
A manager template is a set of pre-defined permissions that are used to create new managers of each type. You may only add a new manager of a type if this template has been created. If you see a ** NO TEMPLATE ** message, please open a Support Tracker and request template creation.
Another help article provides additional information about adding, editing, and deleting managers!
Passwords
Clicking GO in the Passwords row will bring you to a page that allows you to Email Manager Password Resets links to all managers or to specific managers that you choose.
Manager List
Below the main control box, you will see a list of all managers that match your selected criteria. Keep in mind that the managers with Shadow Access to the level will not be listed!
For each of the listed managers, you will see their name, e-mail address, a link to Edit that manager's account, Client/Admin link that will allow you to log in as that manager, as well as a third link that will allow you to edit the manager's Advanced settings.
Additionally, if you are viewing a specific manager type, each level that manager has access to will also be listed.
Remember that a manager can be granted access to a level in two ways!
The first and most common way is being made manager for that level, and that can be accomplished by using the Location Administration page.
However, a manager can also be given additional access to a level. This means that even though they are not the manager for a specific level, they can still have access to that level's data. If a manager has been granted additional access, that level's name will be denoted with an asterisk character.