Adding a Manager
Screenshot: Add manager dialog — email, name, phone fields and project selection
1
Go to Settings
Navigate to Settings in the admin sidebar, then open the Manager Accounts section.
2
Click Add Manager
Click the “Add Manager” button.
3
Enter details
Fill in the manager’s information:
- Email — used for login
- Name — full name
- Phone — contact number (optional)
4
Assign projects
Select which projects this manager can access:
- All projects — access to every project in your account
- Specific projects — choose individual projects
5
Send invitation
Click “Send Invitation”. The manager receives an email with login instructions.
The manager will receive an email with instructions to set up their password and access the dashboard.
Managing Existing Managers
The Manager Accounts section shows all managers with their name, email, assigned projects, last activity, and account status.Screenshot: Manager list view — name, email, project count, status, last activity
Editing Access
1
Select manager
Click on a manager in the list.
2
Edit permissions
Change their project assignments or update their information.
3
Save
Click “Save” to apply changes.
Blocking a Manager
You can temporarily block a manager without removing their account. Blocked managers cannot sign in and see a “Blocked” message on login attempt. This is useful for temporary access suspension.Removing a Manager
Click on the manager, then click “Remove Manager” and confirm.Permissions
Troubleshooting
Manager can't see projects
Manager can't see projects
Verify that the correct projects are assigned to this manager. Check that their account is active (not blocked).
Invitation email not received
Invitation email not received
Check the spam/junk folder. Verify the email address is correct. You can resend the invitation from the manager accounts section.
Next Steps
- Settings — other account settings
- Project Management — how managers interact with projects
- Lead Management — how managers work with leads