The Manager Section allows company admins to efficiently add and manage Managers, assign Team Members to them, and oversee their performance.
Add Manager #
To add Manager , click Create to begin.
Enter the manager’s credentials and assign Team members (Each manager must have at least one team member assigned. Select the desired team members and click Done to complete the assignment.)
Click Register Manager to complete. The new manager will be able to log in immediately using their credentials.
Add Team Member to Manager #
Select the Manager and click the Edit (pencil) icon.
In the Select Members section, choose the team members you want to assign to the manager.
Click Done and Update Manager to save your changes.
Remove Team Member from Manager #
Select the Manager and click the Edit (pencil) icon.
In the Select Members section, find the team members you wish to remove and click the X icon
Click Update Manager to save your changes.
Transfer Team Members Between Managers #
Step 1: Select the current manager of the team member and click the Edit (pencil) icon.
Step 2: In the Select Members section, remove the team member by clicking the X icon.
Step 3: Click Update Manager to save the changes.
Step 4: Now, select the new manager and click the Edit (pencil) icon.
Step 5: In the Select Members section, add the team member to this manager.
Step 6: Click Update Manager to finalize the transfer.
Team Member vs Unregistered Team Member
Team Member : #
A member who has already registered and activated their account.
Unregistered Team Member : #
A member whose registration is pending and has not yet activated their account.
