My colleague requires manager access. Can I add them?

 

As a grant manager, you can give managerial access to as many users as you like.

Create a manager account

  1. From the Manage workspace, go to Users
  2. Click New user
  3. Add the person's name, email address and a minimum 12 characters password
  4. Under 'Account roles', select Grant manager
  5. Click Save

The user can change their password, after logging in by clicking their name in the top right of the screen and going to Profile.

Make an existing user a manager

  1. In the Manage workspace, navigate to Users
  2. Search for the user by name or email address; click on the user
  3. Under 'Account roles', select Grant manager
  4. Click Save

Invite your manager(s)

  1. From the Manage workspace, go to Users
  2. Click Invite users
  3. Provide the email address(es) of the user(s) you'd like to invite
  4. Under 'Account roles', select Grant manager
  5. If desired, compose a message
  6. Send invite

For more information on inviting managers, see: Adding new users.

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