Assign managers and vendors

Assign who will manage the staff in Marco.
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Assign Reporting Manager to staff
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Admin Managers can assign a Reporting Manager for all staff in the company, while other managers can assign a Reporting Manager for their managed staff only.
Each staff can only have one Reporting Manager.
Before you begin:
Ensure that the Reporting Manager's profile type is set as Manager Only or Manager & Staff. To learn how change a user's profile type, refer to Update profile type﻿.
To assign the staff's Reporting Manager:
Go to People.
Select a staff > Work.
Under Work Info, select Edit Info.
The Edit Work Info screen appears.
Select a Reporting Manager.
Select Save Changes.
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Assign Data Managers to staff
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Admin Managers can manage the staff's Data Manager assignment in two ways:
Assign each staff individually to their Data Managers, using the staff's Data Managers list.
Under a single Data Manager, bulk-assign staff using the manager's Manage People List.
Each staff can have multiple Data Managers.
Before you begin:
Ensure that the Data Manager's profile type is set as Manager Only or Manager & Staff. To learn how to change a user's profile type, refer to Update profile type﻿.
To assign Data Managers to staff:
Single-assign
Bulk-assign
Go to People.
Select a staff > System.
Under Data Managers, select Edit.
The Edit Data Managers screen appears.
Select Edit and select the Data Managers.
Select Save Changes.
Go to People.
Select a manager > System.
Under Manage People List, select Edit.
The People List screen appears. The staff that are currently managed are found in the right-side list.
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To assign staff to a manager, select users in the left-side list and select Add.
The staff are now assigned and can be found in the right-side list.
To remove staff from a manager, select users in the right-side list and select Remove.
The staff are now unassigned can can be found in the left-side list.
Select x to close the screen.
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Assign vendors to staff
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Each staff can have multiple vendors.
To assign the staff's vendor:
Go to People.
Select a staff > System.
Under Vendors, select Edit.
The Edit Vendors screen appears.
Select Edit and select the vendors.
Select Save Changes.
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Updated 21 Nov 2023
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