Adding a manager

To create a manager:

  1. Go to Managers (see Navigation). The list of managers is displayed (see Viewing the list of managers).
  2. Click Create. The New Manager page is displayed.



  3. In the Name field, enter the manager's name.
  4. In the Email field, enter the manager's email. It will be used as the login to sign in to the Operator Control Panel.
  5. In the Password field, set the manager's password for the Operator Control Panel. Do any of the following:
    • Enter the password manually. The password requirements are configured in the Password Settings section (see Password settings).
    • To generate the password automatically, click Generate.
  6. Optionally, to display the password, select the Show password checkbox.
  7. In the Role list, select the role for the manager (see Managers' roles):
    • Sales person (sales — in the API methods).
    • Marketing.
    • Product owner (owner).
    • System administrator (admin).
  8. If the selected role is not System administrator, in the Access level list, select for the manager the required access level to the Operator Control Panel (see Managing access levels).

  9. Optionally, in the Key field, enter the manager's unique key.

    This key allows linking an account to a manager (see Viewing and updating account's details) automatically when a customer orders a new service via Customer Store with a special URL parameter (see Buy-link template for ordering a service via Storefront). The key can include uppercase and lowercase characters, numbers, underscore, dot, and dash. The key is case-sensitive, so it is important to specify it in a buy-link exactly as on the manager information page. For example, carter81 and Carter81 are different keys, and they will not work together for the same manager.

  10. Optionally, in the Phone field, enter the manager's phone number in the international format.
  11. Optionally, in the Photo field, click Choose File and select the manager's photo.
  12. If applied, set the values of the manager's custom attributes (see Managing attributes).
  13. Click Create. The new manager will be created and displayed in the list.