Creating a Manager Role
Manager Roles are permission templates that define what an administrative user can see and do within the Admin Portal.1
Navigate to Manager Role
Go to Managers → Manager Role in the left sidebar menu.
2
Create a new role
Click + Create Manager Role.
3
Configure permissions
Configure the role name and enable or disable access to each module, report, and action as required.
4
Activate and save
Set the status to Active and click Save.
Creating a Manager Account
1
Navigate to Manager
Go to Managers → Manager in the left sidebar menu.
2
Create a new manager
Click + Create Manager.
3
Fill in the required fields
4
Save the account
Click Save.
