Managing Staff
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      1. SureImpact Knowledge Base
      2. Managing Staff

      Adding a User with the “Manager” Role

      This article describes the security permissions associated with the "Manager" role.

      Manager – Managers are able to add/edit Staff, view/edit client records assigned to staff assigned to them, add/edit Services, add/edit Programs, and view the Outcomes Dashboard and Analytics for their own clients and the clients of staff assigned to them.

      To add a user with the “Manager” Role 

      1. In the top navigation, click Staff.
      2. Click Add Staff.
      3. Enter the First Name and Last Name.
      4. Enter the Email the Staff user will use to access SureImpact.
      5. Enter the staff member’s Employee ID. (This is an optional field where Administrators and Managers can enter an external Employee ID if desired).
      6. Enter the staff’s Hire Date.
      7. Click the Role dropdown menu, and then select Manager.
      8. Click Save.