Assign managers to groups and direct managers to users

The one consistency in growing organizations is how much they change. Utilize two different types of managers in Showpad to best suit your needs as an administrator.

Manager (or group manager): Oversees entire user groups and can view progress and data for all members within those groups. This role is available to organizations using Coach. For PitchIQ or test reviews, the system assigns the group manager rather than a direct manager to oversee these activities.

Direct manager: Assigned to specific individual users rather than groups, allowing them to view and compare data across direct reports who may belong to different user groups. Direct managers can view and manage their direct reports' Shared Spaces. Each user can have only one direct manager at a time, though this assignment can be updated as needed.

Key difference: Group managers oversee entire groups, while direct managers have one-to-one relationships with individual users regardless of group membership.

See how it looks

Key features

• Assign the role of manager to a user
• Assign users in a group to a single manager
• Utilize a direct manager for individual users

You need this to succeed

The quick way

1. Navigate to Users
2. Click the pencil icon in a user's detail panel in the User role field 
3. Set or change the User role to Manager and assign them a user group
4. Optionally, assign a Direct manager to the user

Do this step by step

Assign groups to a manager

1. Log in to the Admin App and navigate to Users.
2. Click the user you want to make a group manager to open their detail panel.
3. Hover over the User role field and click the pencil icon. 
4. From the Role dropdown menu, select Manager and click Save changes.
5. In the Managed groups sections, select the group(s) you want this manager to manage. You can assign any number of groups to a manager. They'll see data for all assigned groups.
6. Click Save changes. You can edit these settings anytime by returning to the User library.

Assign managers to a group

1. On the Users tab, select User Groups from the left menu.
2. Click a group's row to open its detail panel.
3. In the Managed by section, click Users.
4. From the Users dropdown menu, select one or more users to manage the group. 
5. Click Save changes.

Assign a direct manager to a user

1. From the User library, click the user you want to assign a direct manager.
2. In the user's detail panel, hover over the Direct manager field and click the pencil icon. 
3. Select the user's direct manager from the dropdown menu.
4. Click Save changes to update your user and return to the User library.