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Version: 24.3

Assigning Managers to Members

This topic explains how to assign Managers to Members.

Overview​

If you are a manager, you can assign a manager to a member following these steps. This grants your direct reports the ability to create and submit timesheets.

To perform the actions in this article, your Admin Privileges role must be set to Member Admin or higher.

Step 1. Display the Manager Field on the Members Page​

This step must be completed the first time you assign managers. If you have already done this, skip to Step 2. Assign a Manager to Each Member.

  1. Click the hamburger icon Hamburger icon Admin > Members.
  2. Click on the wrench icon at the top of the grid, and select Customize.
  3. Scroll to the Manager row, and select both the Display and Edit checkboxes.
  4. Click Save.

Step 2. Assign a Manager to Each Member​

  1. Click the hamburger icon Hamburger icon Admin > Members.
  2. For each member, select a name from the Manager Quicklist.
  3. Click Save after you have assigned managers to the desired members.

Tracking Hours with Timesheets