👤 Who is this for?
Administrators
✅ Steps to follow
Navigate to the "General" section within your settings.
Click on "Advanced Roles".
Locate the "Office Managers Management" section.
Click the "New Office Manager" button.
Provide the required information:
The targeted office location
The user you wish to designate as the manager
Click "Save" to finalize the configuration.
👉 Once the role has been assigned:
The Office Manager will gain access to the comprehensive administration console; however, this interface is automatically filtered to display only the office under their responsibility.
All dashboards, employee directories, and analytics will be exclusively limited to that specific site.
Administrative capabilities will be restricted to:
The parameters and settings of the assigned office
The users officially attached to that specific site
The user cannot perform any administrative actions outside of this defined perimeter.
To revoke the role:
Return to the "Advanced Roles" section.
Edit or delete the assignment for the respective manager.
💡 Best Practices
Restrict the number of managers assigned per site to maintain clear accountability and governance.
Periodically audit these assignments to identify and remove obsolete access privileges.
Prioritize a logical distribution of roles based on actual on-site operational responsibilities.
✋ Frequently asked questions
What is the difference between a Global Administrator and an Office Manager? A Global Administrator possesses full visibility and administrative rights across all sites on the platform. An Office Manager has access to the administration console, but their data visibility and operational actions are strictly confined to their assigned office.
Can a single user be designated as a manager for multiple sites? Yes, a user can manage multiple locations if multiple distinct assignments are granted to them.
Can the manager modify all parameters of their assigned office? Yes, they can execute configuration changes related to their assigned site, in alignment with the platform's standard localized governance rules.
How can I identify who has been appointed as a site manager? You can review the complete registry of active assignments at any time under the "Advanced Roles" tab.