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Multi Manager tool
The multi-manager tool is a useful tool that allows for a staff member to be assigned either a single or multiple managers for multiple uses in the system. Some of the uses are listed below.
Automation targeting allows the targeting of a staff members “Manager”
Populates the “My Team Report”
Allows the use of the “My team switcher” tool.
Multi Manager Setup
The first step to setting up the multi manager tool is to assign the right to the necessary admin groups to allocate the managers to individual staff. The rights to be assigned are “teams_view” and ‘teams_manage”.
| admin_teamswitch | Allows access to the My team switcher tool allowing the manager of individual staff the ability to login as the staff members placed under them. |
| teams_view | Allows access to the Management tab in the staff section to view who is the manager of which specific staff however limits the ability for the user to change these values. |
| teams_manage | Allows the user to view as well as edit the managers from the Management tab in the staff section. |
Once assigned you will then be able to access any staff members record and see this icon 
clicking this icon will then an “add new” button and selecting this will show the below screen.
This then allows the selection of both that staff members manager as well as their team who they may manage. Simply move the usernames over to the right hand side and submit the changes to add users as either managers or team members to that respective staff member.
Additionally you can select “Switch to Transfer” and move all team members over to another staff record should it be required.
My Team Switcher
After implementing teams into the system you can assign the “My team switcher” right to further allow the managers of certain staff to log into their user account. This can be useful for manually submitting timesheets or reviewing access of certain staff to ensure they’re not able to view information they should not have access to.
To provide access to this feature you simply need to assign the “admin_teamswitch” right to a group that the manager is within.
Once assigned you will see under the user profile that they will then have access to the orange “my team switcher” option.
Once assigned you will see under the user profile that they will then have access to the orange “my team switcher” option.
By selecting this option they will then be shown a list of the staff members to switch into.
My Team Report
After selecting a variety of managers and team members across multiple records you will then be able to view this information view the “My Team Report” located within the reports section.
For more infomation on how to view this report please see the “How to View a report” section.