My Organization - Managers

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:

1. From the Managers tab, click Invite Managers
2. Enter the email of one or more managers you would like added to your account
3. 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
   
   
4. Insert a custom message to send in the body of your email (optional)
5. Click Send Invites

Your manager(s) will receive an email and be prompted to create an account or sign in

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Change Managers' Permissions

You may update a Manager's permissions to more or less access at anytime. To change permissions for a manager:

1. From the Managers tab, locate the manager you would like to modify
2. In the User Role column, select the new User Role from the dropdown list

The manager will immediately have the new permissions.

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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:

1. From the Manager tab, located the manager from whom you are wanting to unassign students
2. Click View Students in the far right column for that manager
3. Fill the checkbox to the left of the student(s) you would like to update
4. If you want to assign the student to another manager
   1. Click Update Manager Access
   2. Fill the checkbox to the left of the manager(s) you would like to have access to the student(s)
   3. Click Give Access to Selected Managers
   4. Agree the to the prompt for confirmation
   5. You will be returned to the View Students screen
5. Click Remove Manager Access
6. Agree to the prompt for confirmation

This manager will no longer have access to the selected students.

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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:

1. From the Managers tab, locate the manager you would like to remove
2. Ensure no students are assigned to the manager. If students are assigned to the manager,
   1. Click View Students in the far right column for that manager
   2. Unassign/Reassign all students from the manager
   3. Return to the Managers tab
3. Fill the checkbox to the left of the manager(s) you would like to remove
4. Click Remove From Organization
5. Agree to the prompt for confirmation

These managers will no longer appear in tracking.

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