My colleague requires manager access. Can I add them?

As a program manager, you can give manager access to as many users as you like.

Create a manager account

  1. Go to Users
  2. Click New user
  3. Add the person's name, email address, and a password consisting of 12 or more characters
  4. Under Account roles, select Program manager
  5. Click Save

The user can change their password after logging in by clicking on their name at the top right and going to Profile

Make an existing user a manager

  1. Go to Users
  2. Search for the user by name or email address, click on the user
  3. Under Account roles, select Program manager
  4. Click Save

Invite your manager(s)

  1. Go to Users
  2. Click Invite users
  3. Provide the email address(es) of the user(s) you'd like to invite
  4. Under Account roles, select Program manager
  5. If desired, compose a message
  6. Send invite

For more information on inviting managers, see Adding users.

Need more help? Get in touch!

We're here to help if you need it. Simply get in touch with our Client Success team through one of the methods available at the base of the page.