Admins and Managers can add a new manger at any time. Managers are allowed to access everything within a corporate account except billing and account-related screens.


To Create a Manager


1: Access Team Landing Page

To add a new Manager, click on Team from the side navigation. *Please note that active team members can also be assigned a manager role through our quick editing feature found here.



2: Choose Create Team Member Option

From the Team page, click on the Create New Team Member button located toward the top, right side of the screen. 



3: Create New Team Member and Assign Role

On the Create New Team Member screen, choose "Manager" from the dropdown to assign new team member's role and enter the new user's required information. Once finished, hit Save. 



4: Confirm Team Member Addition

Once you've hit save, a green pop up screen will appear in the lower right corner indicating the Manager addition was successful.