🤵♂️MANAGERS
🔃Add / edit / delete
4min
Locate Left-Hand Menu > Managers
- To create a manager profile, click the Add Manager button from the bottom of the Managers grid or from the Create Manager tile.
- This opens the Add Manager popup for the details of the manager to be recorded. Here, enter the full name of the manager in the Full Name field.
- Enter the email address of the manager in the Email field.
- Use the Contact Number field to enter the contact number.
- Create a password for the manager profile using the Password field.
- For confirmation, re-enter the created password in the Repeat Password field.
- Select the location for the manager profile using the Location dropdown. All created locations populate in this dropdown.
- Record any additional instructions in the Notes field.
- In case you do not want to send access invitation to the manager via email, disable the Send access to email toggle.
- Once the details are recorded, click the Add manager button. This creates the manager profile and displays it in the Managers grid.
- Upon landing on the Managers grid, click the pencil icon located at the end of the row for the manager whose profile you want to edit.
- This opens the Edit Manager popup. Here, all the fields holding information are displayed in an editable view.
- Once you have made the required changes, click the Save button. This saves the changes you made and closes the Edit Manager popup.
- Upon landing on the Managers grid, click the username of the manager whose profile you want to delete.
- This takes you to the profile details screen. Here, navigate to the Information section.
- From the bottom of this section, click the Delete button.
- This opens the Delete Manager popup for you to confirm the delete action. To confirm, click the Remove button.
Updated 08 Aug 2023
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