To Add Managers, go to the Admin Dashboard and select Managers from the sidebar.
Select New to add a new Manager. Fill out the information required for the Manager – Managers can be internal staff or external subcontractors.
Email Notify: Select Yes or No for this Manager to receive email notifications for this client; Notifications include new requests submitted by the client.
External: If the Manager is a sub-contractor, select External.
Here you can select the permissions for the Manager. You can choose Access for the Manager to view and open Requests, Tasks & Projects. You can select Create/Edit permission for the Manager.
Note: When creating a Project, you can assign or un-assign a Manager to a particular project.
When you have finished entering the Manager information, select Save and Exit. The Manager will recive a notification they have been added with their login information.
