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Assign a user to a manager

 

Admins can assign users to a manager. All users under a manager belong to a team. When a manager exists, the Manager reports link appears under the Reports tab. Manager reports provide details about team members usage and interactions.

Reports tab in the toolbar

  1. Go to Admin > Users and groups.
  2. Search for the user by username or email address.
  3. Highlight the user.
  4. Select the information icon.
  5. Select the Select manager tab.
  6. Optional: search for managers if the desired manage is not displayed.
  7. Highlight a manager.
  8. Select Set manager.

Note: To remove a manager, highlight the manager’s name in the right panel and choose Remove manager.

Set manager screen


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