Assign managers and vendors

assign who will manage the staff in marco assign reporting manager to staff who can use this feature \ all managers 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 docid\ lyhhawxuqe5vigtyfbxph 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 assign data managers to staff who can use this feature \ admin managers 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 docid\ lyhhawxuqe5vigtyfbxph to assign data managers to staff 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 marco platform's people list screen, showing a list of unassigned staff on the left and assigned staff on the right 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 assign vendors to staff who can use this feature \ admin managers 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