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How to add the Manager function to any account
How to add the Manager function to any account

Add the Manager function to any account and allow colleagues to follow the progress and engage with new hires.

Dennis Vos avatar
Written by Dennis Vos
Updated over 8 months ago

The Manager function allows you to track new hires progress and engage with them from your dashboard! To do so, you first have to assign those new users to yourself, or to another teammate who will be in charge of the new hire.

Once the Manager function is added to a user (a viewer, editor, user manager or admin) the new hire will receive a push notification with a personal introduction message from the Manager (i.e the follower) and from that moment their progress in the app will be visible to the follower.

Step 1. Click on User Management in the menu on the left.

Step 2. Search for the user in the search bar, and click on their name to open their profile.

Step 3. Click on "Role and relations" and click on "Enable manager toolkit"

Step 4. Select a Manager preset in the dropdown menu if you want.

Step 5. Look for the ‘Assign Users’ section and click on the arrow to open a dropdown menu to look manually. You can also start typing a name of email address. Select the user that this manager should follow. Repeat until the manager is following all the necessary users.

Step 6. Click on save.

Please note: Instead of selecting multiple users one by one, you can also assign a follower to a group. Click on 'Assign Groups' if you want to assign a whole group to a follower.

Congrats! You now know how to add the Manager function to any kind of account!

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