COMPANY ADMIN GUIDE

Create New Manager

Complete the manager creation workflow with profile details, company assignments, and security settings.

Create New Manager

Use this page to add a manager account for one or more companies in your organization.

Step 1 — Personal information

Profile Photo

Upload a photo to identify the manager in the roster.

First and Last Name

Enter the manager’s full name for profile and communication purposes.

ID Number

Provide the manager’s company ID or employee number.

Contact info

Add email and phone number so the manager can receive notifications and account details.

Step 2 — Company assignments

Select companies

Choose the companies or departments this manager will oversee.

Address

Optionally include the manager’s office or mailing address.

Step 3 — Security settings

Password

Set a secure password for the manager account.

Confirm password

Re-enter the password to confirm it.

Activity logging

Enable logging and monitoring to track the manager’s actions within the system.

Complete manager creation

After reviewing all details, click Create to save the manager or Cancel to return without saving.

Tip: Assign managers only to the companies they need access to, and keep the account information up to date.