How to Create an Access for a Manager?

The video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on the contact you want to edit.

3. Click on “Edit” at the top right.

4. In the fifth page of the dialog box, change the role of the user to “Manager.”

5. To restrict the manager’s access, check “Restriction by Assignation” or “Restriction by Company,” depending on the restriction you want to do.

6. If you checked “Restriction by Company,” select the companies.

7. Enter the manager’s username, password, and any other information you deem necessary.

The manager will receive their username and password by email.

8. Click on “Finish.”

9. Go to the “Data” tab and the “Properties” subtab.

10. Click on the property to which the new manager is assigned.

11. Click on “Edit” at the top right.

12. In the third page of the dialog box, click on “Select the managers”, and select the manager you have just created.

13. Click on “OK.”

14. Click on “Finish.”

You have now created an access for a manager.

The manager can consult and edit data but cannot create users or manage access rights.