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.

Before adding a manager, ensure that the relevant user is created on the System > Users > Users page, and then proceed to add this user as a manager.

To add a manager:

1. Navigate to Clients > Managers.

2. Click +Create in the upper-right page corner.

3. 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.

1. Click Save to create the manager profile.

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:

1. Navigate to Clients > Managers.

2. Select the manager and click Edit.

3. On the Edit manager page, click the Actions button in the upper-right page corner, and then select Country restrictions in the dropdown.

4. 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.

1. Click Save to apply the changes.