> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create Manager Accounts and Roles

> Create Ringingo Admin Portal accounts for supervisors, and assign role templates that control which modules each manager can access.

Manager accounts control administrative access to the Ringingo Admin Portal. Before creating a manager account, a Manager Role must be configured and activated.

## Creating a Manager Role

Manager Roles are permission templates that define what an administrative user can see and do within the Admin Portal.

<Steps>
  <Step title="Navigate to Manager Role">
    Go to **Managers → Manager Role** in the left sidebar menu.
  </Step>

  <Step title="Create a new role">
    Click **+ Create Manager Role**.
  </Step>

  <Step title="Configure permissions">
    Configure the role name and enable or disable access to each module, report, and action as required.
  </Step>

  <Step title="Activate and save">
    Set the status to **Active** and click **Save**.
  </Step>
</Steps>

<Warning>
  A Manager Role must be active before it can be assigned to a Manager account. Deactivating a role does not deactivate the manager accounts using it. It restricts their portal access until a new active role is assigned.
</Warning>

## Creating a Manager Account

<Steps>
  <Step title="Navigate to Manager">
    Go to **Managers → Manager** in the left sidebar menu.
  </Step>

  <Step title="Create a new manager">
    Click **+ Create Manager**.
  </Step>

  <Step title="Fill in the required fields">
    | Field                  | Description                                                                                        |
    | ---------------------- | -------------------------------------------------------------------------------------------------- |
    | First Name / Last Name | Profile display name of the manager account.                                                       |
    | User Name              | The login credential username used to access the Admin Portal.                                     |
    | Email                  | Corporate email address used for notifications and password reset.                                 |
    | Manager Role           | The permission template assigned to this account, controlling module visibility and action rights. |
    | SIP Device             | The registered SIP endpoint linked to this manager's account for voice communication.              |
    | Status                 | Toggle to activate or suspend the manager's portal access.                                         |
  </Step>

  <Step title="Save the account">
    Click **Save**.
  </Step>
</Steps>

<Tip>
  Ensure the Manager Role is configured and active before account creation, and assign a valid SIP Device for voice-enabled manager accounts.
</Tip>