Managers have lesser system privileges than Administrators do. The privileges can be customized by an Admin with two parameters. Scopes, and feature permissions.

Scopes

 They help to set which employees will the Manager be able to review when logged in with their credentials. Scope can be one or more of the following:

  • Employees

  • Teams

  • Projects

Feature permissions

 They will provide access to specific data Manager will be able to see with their login and assign which features they'll be able to use.

Note: For a Manager user to be able to add new employees, invite employees organization permission should be checked.

For a Manager user to be able to deactivate existing employees they should have those employees under their scope instead of the overall scope of a team specific employees belong to. Or along with the team scope (you can have a scope set to both team/teams and employee/employees)

Add Manager

 Here are the steps to add a Manager to your Workpuls account:

  • Select Settings > User Management from the Sidebar

  • Go to Managers tab

  • Click on Add Manager button

  • New manager window will appear, as seen on the picture above

  • Select scope or scopes and feature permissions you wish to assign to this Manager's user role and save

  • Manager will receive an email from Workpuls with further steps

Managers will use their credentials to login on https://app.workpuls.com

Note: Managers, Admins and Clients do not need to have Workpuls installed on their computers in order to login and view data and as such they do not add towards billable licence count

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