Assign manager role to a member

It can be beneficial for your team to have more than just you as the license holder managing it. This is why you can also assign members to the manager role for each team.

As a manager, you can access team reporting, invite and remove members, and assign more managers!

Here’s how you can assign the manager role:

  1. Start by navigating to the ‘Team Members’ page.
  2. Find the person you want to assign the manager role to and click ‘+ Add as manager’ next to their name. As shown in the picture below.
  3. A pop-up will confirm they’ve been assigned the role.
  4. Once assigned, you’ll see a blue box labeled ‘Manager’ next to the name.
  5. Click the ‘X’ in the blue box to remove someone's manager role.

By assigning Manager roles, you can share responsibilities, keep your team running smoothly, and ensure there’s always someone available to help manage members and reporting. This flexibility makes it easier to keep your team organized and supported.

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