Setting Manager Permissions

Users assigned as managers of departments (of the users within those departments) or of individual users have permissions to manage those users. You can restrict managers' permissions or owners' permissions in one or more area.

Set Manager Permissions

  1. Click Settings & Tools > User Setup, and then click Roles & Permissions.

  2. In the Manager Permissions section, select or clear one or more of the options shown in the table below.

    Option Description
    Assign, Reassign, and Complete by Proxy

    This permission allows you to assign managed users to read/complete content items (documents, assessments, and campaigns), reassign these tasks after they have been completed, or, if enabled in Settings, mark managed users' documents as read by proxy.
    Escalation Emails

    This permission allows you to receive escalation notifications for managed users' overdue tasks. With this permission, you should also include at least the Management Reports permission. A manager receiving an escalation email sees only summary information. and will need to run a report to see details, such as the Tasks by Users - All Tasks report.
    Management Reports This permission allows a user to run management reports on managed department or specifically assigned users.
    Manage Users

    This permission allows you to add users manually or change user information in User Manager.
    Resend Task Emails This permission allows managers and content owners to resend task emails.

  3. In the Owner Permissions section, select or clear Resend Task Emails.

  4. Click Save.