Manager Permissions
A user you assign to manage a department or specific users can perform the following functions for assigned users only.
Important: By default, a manager has permissions to perform all of the following functions. However, manager permissions can be (or may already have been) restricted using the Roles & Permissions feature.
- For documents and questionnaires only, change reading/completion tasks assigned to a managed department or to directly managed users
- Receive escalation notifications for managed department's or specifically assigned users' overdue tasks
- Run management reports on managed department or specifically assigned users
- Add users manually or change user information in User Manager
When changing a user's profile, a manager has control over only the following information and settings:
- General Information data fields and options: First Name, Middle Name, Last Name, Unique Employee ID, Site Department, Job Title, and Additional Departments or Job Titles (for subdepartments only)
- Roles options: Writer, Reviewer, Assignee
- Proxy Settings assignments: Can assign a user as a proxy author only for other users within the department and can assign other users within the department as proxy authors for the current user
- Manager assignments: Can assign a user as a manager of a department or of specific users. The departments and users a manager can assign are limited to those the manager has access to by virtue of his or her own manager assignment. Let's say, for example, that the user Josh Woo is assigned a manager of the accounting department, including subdepartments, and that the accounting department contained the accounts receivable and accounts payable subdepartments. Josh could only assign other users within the accounting , accounts receivable, and accounts payable departments as manager. What's more, Josh could only assign these available users as managers of one or more of his three managed departments or as managers of specific users within one of those three departments.