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Assigning a Manager

In the Manager tab you can either assign the current user as a manager of other departments and users, or you can assign some other user as manager of the current user. For details on what being a manager in PolicyTech entails, see Manager Permissions.

Assigning This User as a Manager

With a user form open, click the Manager tab.
Click Assign [user name] as a manager for other departments or people.

If multiple sites exist, select the site or sites containing one or more departments or users you want the current user to manage.

(Optional) A list of departments is shown by default. To select individual users, under Select From, click , click Users, and then click OK.

Select departments or users.

Important: By default, selecting a department makes the user manager of that department only. If you want the user to also manage any subdepartments of the selected department, in the box on the right, click the department name, and then select Include Sub Departments.

Do one of the following:

Click Save, and then continue with one of the following user setup tasks:

Providing General Information

Assigning Roles

Assigning System Permissions

Assigning Proxy Settings

Click Save and Close.

Assigning a Manager to This User

With a user form open, click the Manager tab.
Click Assign a manager for [user name].

If multiple sites exist, select the site or sites containing one or more users you want to assign as the current user's manager.

(Optional) A list of users is shown by default. To select users from specific departments, under Select From, click , click Departments, and then click OK.

Depending on the current Select From setting, do one of the following:

Select one or more users.

Click a department name, select one or more users from that department, and then click OK.

Click Save or Save and Close.