Overview
The Managers area can be accessed from My Organization tab at the top panel of your Organization. This area allows you to do the following:
- Invite Managers
- Change Managers' Permissions
- Unassign/Reassign Student(s) from Managers
- Remove Managers from the Organization
Invite Managers
Once your Organization is created, you can invite your team members to help manage students through the process. To add a manager to your account:
- From the Managers tab, click Invite Managers
- Enter the email of one or more managers you would like added to your account
- You will be given the option to set a user role for the person you are inviting. User roles help you control permissions:
Owner - All permissions
Admin - Can view, edit, invite, remove, and assign all students, can view, edit, invite, and remove managers, change manager permissions
Super Manager - Can view, edit, invite, remove, and add manager access for all students, can view other managers
Manager - Can view, edit, invite, remove, and add manager access for assigned students, can view other managers
Viewer - Can view assigned students - Insert a custom message to send in the body of your email (optional)
- Click Send Invites
Your manager(s) will receive an email and be prompted to create an account or sign in
Change Managers' Permissions
You may update a Manager's permissions to more or less access at anytime. To change permissions for a manager:
- From the Managers tab, locate the manager you would like to modify
- In the User Role column, select the new User Role from the dropdown list
The manager will immediately have the new permissions.
Unassign/Reassign Students from Managers
If you are wanting remove access to a student from a manager, such as a change in job role or region, this can be done from the Manager tab. To accomplish this:
- From the Manager tab, located the manager from whom you are wanting to unassign students
- Click View Students in the far right column for that manager
- Fill the checkbox to the left of the student(s) you would like to update
- If you want to assign the student to another manager
- Click Update Manager Access
- Fill the checkbox to the left of the manager(s) you would like to have access to the student(s)
- Click Give Access to Selected Managers
- Agree the to the prompt for confirmation
- You will be returned to the View Students screen
- Click Remove Manager Access
- Agree to the prompt for confirmation
This manager will no longer have access to the selected students.
Remove Managers from the Organization
If a manager is no longer with your organization, you may remove them from tracking. To remove a manager from your organization:
- From the Managers tab, locate the manager you would like to remove
- Ensure no students are assigned to the manager. If students are assigned to the manager,
- Click View Students in the far right column for that manager
- Unassign/Reassign all students from the manager
- Return to the Managers tab
- Fill the checkbox to the left of the manager(s) you would like to remove
- Click Remove From Organization
- Agree to the prompt for confirmation
These managers will no longer appear in tracking.
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