Overview: Managers are upgraded Employees. They can be upgraded from within their user profile. Once a Manager has been upgraded, you can then give them either View or Approval permissions over other Employees.
Instructions:
Upgrade an Employee to Manager
Start by clicking Employees in the top navigation followed by View next to the name of the user you want to upgrade to Manager:
In the profile, click the Edit button located in the top right-hand corner:
Scroll down and check the box next to Manager:
Save once done.
If you go back to your Employee list, you'll see that they are now listed as a Manager:
Assign Worker Permissions
Start by clicking Employees in the top navigation followed by View next to the name of the Manager who you'd like to assign employees:
In their profile, select Employees assigned from the left-hand menu. Once at the Employees assigned section, click the Edit Assignment button:
Here you can assign different permissions based on the features you're using. By default, every account will have the Time Permissions section:
Below is a breakdown of the different manager permissions:
Time Permissions | Schedule Permissions | Availability Permissions |
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Save once done.
FAQ
Q: Why don't I see the Employees assigned option in the left-hand menu?
A: If you don't see the Employees assigned option, it means the user hasn't been upgraded to Manager yet. Please refer to the "Upgrade an Employee to Manager" section for help upgrading.
Q: Can managers update billing information or add new employees?
A: Managers are unable to access account settings and therefore are unable to update billing or plan information. They are also not able to add new employees because doing so can impact your plan.