Adding a Manager

To add a Manager:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar, go to Managers (see Navigation). The list of Managers is displayed (see Viewing the List of Managers).
  3. On the Toolbar, click Create. The New Manager page is displayed.



  4. In the Name field, enter the Manager's name.
  5. In the Email field, enter the Manager's email, which is used as a login to signing in to the Operator Control Panel.
  6. In the Password field, set the Manager's password for the Operator Control Panel. Do any of the following:
    • Enter the password manually (see Password Settings).
    • To generate the password automatically, click Generate.
  7. Optionally, to display the password, select the Show password checkbox.
  8. In the Role list, select one of the following Manager's role:
    • Salesperson
    • Marketing
    • Product owner
    • System administrator
  9. Optionally, in the Key field, enter the Manager's unique key. This key allows linking an Account to the Manager (see Viewing and updating an Account's details) automatically when a customer orders a new Service via Customer Store with a special URL parameter (see Automatic linking an Account to a Manager). The key can include uppercase and lowercase characters, numbers, underscore, dot, and dash.
  10. If applied, set the values of the Manager's Additional attributes.
  11. Click Create. The new Manager will be created and displayed on the List of Managers (see Viewing the List of Managers).