Creating a manager user and assigning their team members can each be accomplished in a few easy steps. If you already have an employee user whom you would like to change into a Manager, this process is also explained below. 

Creating a manager

Managers can either be set up during the user invitation process or later after the user has already been added and is active. 

To add a new user, click the "Add Employee" button on the Client-Admin dashboard or the My Team page. This opens the form to invite a new user.

On the first page, under User Role, select "Client Manager".

Then simply fill out the rest of the form and send the invitation. Once the new user has activated their account and, if applicable, completed onboarding, you can assign employees to them.

To convert an existing user into a Manager, this requires a simple change on the back-end. Contact support or your account manager and let them know who you want to change. 

Note: Right now, it is not possible to create a manager through the Import Users through Spreadsheet feature.

Assigning Team Members

Once a Manager is active, the Client-Admin can assign Employees or Contractors to that user. This done through the Job tab of the Employee or Contractor's Profile under the Manager field near the bottom of the page. Select the correct Manager user from the dropdown and click Save. If this change is made while the Manager is also logged in, he or she will need to log out then log back in order to see their new assignee.

Keep in mind, if the Manager is still in onboarding or hasn't otherwise set up their account, they are not considered active and cannot be assigned as a Manager.