Managers

Updated 28 days ago

Path: Administration > Users > Managers


Creating a manager

In Administration > Users > Managers, click Add and enter the following details: first name, last name, email address, time zone and language.

Then set up the manager's username and password. You can choose to send these credentials by email by ticking the dedicated checkbox.

Manager creation form: identification and authentication

Permissions

Click the Permissions section at the top of the screen and select the appropriate options. They are grouped by product.

PerfTrak permissions of a manager

General permissions of a manager

QualTrak permissions of a manager

PaceTrak permissions of a manager

Perimeter

Finally, click the Perimeter tab and assign the manager to their designated factory or factories.

Perimeter tab: assigning the manager to their factories

Editing an existing manager

Once created, the manager appears in the summary table. You can change the configuration at any time using the buttons on the far right.

Action buttons of the managers summary table

By selecting Turn into operator, the manager is reassigned as an operator to the workshops previously included in the perimeter of their manager account.