Create and Manage Managers

Introduction

In this guide, you’ll learn how to create a new Manager in the platform. This process allows you to assign roles, profiles, and company access to individuals who will oversee specific operations.

How to Create a Manager

Go to User Settings and open People Management.

Find Managers tab and click the "+" icon on the right-hand side.

The form opens. Now, fill in the required details (fields marked with * are mandatory).

Detailed Form Fields:

Field Name	Definition
First Name*	The manager’s given name.
Last Name*	The manager’s family or surname.
Gender	The manager’s gender (e.g., Male, Female, Other).
Country*	The country of residence or work for the manager.
Date of Birth*	The manager’s date of birth in YYYY.MM.DD format.
National ID	Government-issued identification number (if applicable).
Passport Number*	Passport number for identity verification.
Passport Expiry Date	The date when the passport expires.
Email Address*	The manager’s primary email address. The Email Address must be unique as it cannot be reused in the platform.
Phone Number*	The manager’s contact number, including country code.
Login*	The username or email used to log in to the platform.
Grant System Access	Checkbox to allow the manager to log in and access the platform.
Profile*	The assigned profile type (e.g., Back Office Manager, etc).
Role*	The assigned role defining access rights and responsibilities.
Companies*	The company or companies the manager is associated with.

Click Save to complete the creation.
Once created, you can Edit a Manager’s details by clicking the three dots menu.

Toggle On Edit button and you can choose to Deactivate or Activate them at any time, Password Reset for the profile or change the field details.