Make Someone a Manager

Overview

Managers of a Team can do a number of things involving members on their teams and team shifts.

How to Make Someone a Manager

If the Manager is Not Already a Member of the Team(s)

Go to the member's profile. Under the Teams tab, click the "Add Memberships" button to be directed to a list of all teams that the member doesn't yet belong to. 

  1. Select the checkbox next to each team that the member is going to manage.
  2. Fill in the radio bubble labeled Manager.
  3. Click "Add Memberships."

It's also possible to add a Manager to a team by going to that team and clicking the "Members" button, then the "Add Members" button. This screen will show all members who do not yet belong to this team. Check the boxes next to the appropriate members, indicate a preference to make these people Managers at the bottom of the screen, then click "Set Member Levels."

Please note: Follow these same steps to make someone a Coordinator by simply selecting the Coordinator option rather than the Manager option in the last step. 

If the Manager is Already a Member of the Team

If the person is already a member of the team, go to that team and select "Members." On the member page, locate the person you want to make a Manager. If multiple members need to be made Managers check the box next to each profile who needs to be changed to a Manager. Next, select the radio bubble labeled Manager at the bottom of the screen and click "Set Member Levels":

Make Many People Managers of Many Teams

Site Administrator can upload memberships and permission levels in bulk if there are a lot of additions. Go to Settings and select Data Upload on the right side of the screen. Next, select Team Memberships which may be under the More heading. Download either a blank template or a template filled with current data to more easily make minor changes.

Upload the updated file specify whether this file adds new people to teams, or updates existing memberships. You cannot have both types in the same sheet.

Note: Memberships can only be added through the upload, they cannot be deleted. Removing people from memberships needs to be done manually.


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