How do I set or change a manager for a user?

FAQs: Miscellaneous

FAQsMiscellaneousHow do I set or change a manager for a user?

How do I set or change a manager for a user?

If you haven't set a user's manager when you first added them to the system, or if you need to change their manager, go to Configure > Manage users. Select 'Manage all users' and click on the employee's name to take you to their profile. Click 'Edit profile' to update their details - you can also change their department or team here.

Employees can select their own manager if you enable this account setting. Click 'Profile' in the left-hand menu or 'Your profile' in the right-hand drop-down menu. To enable or disable this ability as an administrator go to Configure > Account settings > Profile settings.

Visit our Help Center for step by step instructions to change a manager.

Kylie Strickland

Kylie Strickland

Customer Success Manager