Manually Adding a New Manager

In this Article:

Sometimes, you need to manually enter a single manager into the system. In this guide, we'll walk you through the steps to create a new manager profile.

Navigation:

In the left-hand navigation panel, click Managers to expand the menu and select Create.

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This will open the New Manager window.

Creating the Manager Profile:

The first thing that you will be asked to do is select which Client/Department and Department/Location the manager belongs to.

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From here you can:

  • Create a new Client/Department and/or Department/Location with the blue Add New buttons
  • Select a pre-existing Client/Department and Department/Location

When you're finished, Create New Manager will change to blue. Click to continue and move onto the next stage:

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This is where you will fill out all of your manager's details, including First Name, Last Name, Email, and other information.

Be sure to fill out the fields highlighted in green, as those are required. All other fields are optional.

When you have finished, click the blue Save button to finalize your new manager.

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