How to create a manager profile

The Manager role is a specialized user type available exclusively on the Business Plan. It allows organizations to grant limited, group-specific access to team members such as coordinators, supervisors, or client representatives—without giving them full administrative control.

This role is essential for distributed team management, corporate training environments, or any setup where oversight needs to be segmented by groups. In this article, you'll learn how to create a Manager profile and assign them to specific groups so they can view relevant data—while keeping the rest of the platform secure and restricted.

1. Step-by-Step: Creating a Manager

Log in as an Admin.
Go to Users → Managers from the sidebar.
Click “+ Create a new manager”.

2. Fill in the Manager Details

You’ll be taken to a form. Complete the following fields:

Full Name
Email
Password
Phone Number
Profession
Upload a Profile Image
Optional Description

3. Assign Group(s)

At the bottom of the form:

Use the "Assign to Groups" dropdown to select one or more groups the manager should have access to.

Only the selected groups' data will be visible to this manager.

Click Save to create the manager profile.

Note: Managers cannot access all areas of the platform — they are restricted to only the groups assigned to them.

Need to make changes later? You can always edit or delete a manager via the Users → Managers section.

Author

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Lusine Mkhitaryan

Customer Support Specialist

I’m a motivated Customer Support Specialist who thrives on making every customer experience smoother, more efficient, and more positive. I am dedicated to addressing customer needs with empathy, professionalism, and efficiency, always aiming to provide clear and effective solutions. My approach emphasizes understanding the unique challenges customers face and finding creative ways to resolve them. I’m passionate about streamlining support processes, optimizing workflows, and using innovative tools to deliver the best possible outcomes for customers.