Before you begin
Users with an assigned manager are sometimes referred to as "direct reports" and "user reports to" in the CMMS.
Version: v6 (what does this mean?)
Permissions: Administrators, or users with the View Direct Reports and Edit Direct Reports role permissions.
A user's assigned manager is the person they report to in your organization's hierarchy.
Managers can view user account details for their direct reports. They can also edit some of the user details:
| Managers can: | Managers can't: |
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To assign a manager to a user:
- Navigate to Settings > Users.
- Click the user you want to assign a manager to.
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On the Account Details tab, in the Assign Managers section, click Add:
Note
If managers are already assigned, the button will say "Change" instead of "Add".
- Select the checkbox next to any users you want to assign as managers. The users you select will be displayed above the list:
- Click Select.
- Click Save.