Adding Managers

You can add as many managers to your account as you’d like! 


How to Add a New Manager

  1. Navigate to your manager dashboard, click on Gear ⚙️ Icon and choose the Managers card.

  2. Click + Add Manager to create a new manager. This will pull up the Add Manager form.

  3. Input the new manager’s Name, Email, Main Phone, and a temporary Password. This temporary password should be unique, secure, and memorable. The new manager can quickly change or reset their password. You'll also want to select your new manager's Role. Roles will not appear until you have selected an Organization Type in your General Settings.

4. ☑️ Select the new manager’s Permissions. Read more about Permissions.


5. Click Save!


6. Notify the new manager and provide login instructions. 



  • It’s important to set Permissions for your managers so they can only access the appropriate information for their position.

  • You can always delete managers.



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