> For the complete documentation index, see [llms.txt](https://docs.b2core.b2broker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2core.b2broker.com/how-to-articles/manage-system-settings/how-to-add-a-manager.md).

# How to add a manager

Managers are users with access to the Back Office who are responsible for organizing work and communicating with clients assigned to them. Newly registered clients are automatically distributed among the existing managers.

{% hint style="info" %}
Before adding a manager, ensure that the relevant user is created on the [System > Users > Users](/back-office-guide/system/users/users.md) page, and then proceed to add this user as a manager.
{% endhint %}

To add a manager:

{% stepper %}
{% step %}
Navigate to **Clients** > **Managers**.
{% endstep %}

{% step %}
Click **+Create** in the upper-right page corner.
{% endstep %}

{% step %}
On the **Create manager** page, fill in the following fields:

* In the **Email** dropdown, select the email address of the user who has been already registered in the Back Office on the **System** > **Users** > **Users** page.
* In the **Name** field, enter the manager's full name.
* In the **Phone** field, optionally specify the manager's phone number.
* In the **Enabled** dropdown, select **Yes** or **No** to set the manager's profile status. Clients can be assigned only to `Enabled` managers.
* In the **Title** field, optionally enter the manager’s title (such as `Mr` or `Mrs`).
* In the **Default** dropdown, select:
  * **Yes** — to set this manager as the default. All new clients will be automatically assigned to this manager, considering country restrictions.
  * **No** — to keep this manager as non-default.
    {% endstep %}

{% step %}
Click **Save** to create the manager profile.
{% endstep %}
{% endstepper %}

## How to apply country restrictions to a manager

With country restrictions, clients are automatically assigned to the appropriate managers according to the clients' countries.

To apply country restrictions to a manager:

{% stepper %}
{% step %}
Navigate to **Clients** > **Managers**.
{% endstep %}

{% step %}
Select the manager and click **Edit**.
{% endstep %}

{% step %}
On the **Edit manager** page, click the **Actions** button in the upper-right page corner, and then select **Country restrictions** in the dropdown.
{% endstep %}

{% step %}
In the **Restrictions** popup, fill in the following fields:

* Set the **Enabled** dropdown to **Yes**.
* In the **Type** dropdown, select the rule type:
  * **Deny only** — the manager can be assigned to all clients, except for those from the selected countries.
  * **Allow only** — the manager can only be assigned to clients from the specified countries.
* In the **Rules** dropdown, select one or more countries to which either the **Deny only** or **Allow only** rule will be applied.
  {% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}


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