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.

• A manager (or group manager) oversees one or more user groups and can access the progress and data of all users in the group(s). Managers can only be assigned in organizations using Coach. Regarding PitchIQ or test reviews, managers will be assigned, not direct managers.
• A direct manager can be assigned to one or more users at once. This comes in handy when a specific person wants to see and compare data with folks who may not be in the same user group. Each person can have one direct manager assigned at a time, which can be changed as needed.

See how it looks

Key features

• Assign users in a group to a single manager
• Utilize a direct manager for individual users
• Change manager in admin Settings

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 as many groups to a manager as you want, and they will be able to see data related to all of them.
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 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.