Viewing and updating manager's information

To view the manager's information:

  1. Go to Managers (see Navigation). The list of managers is displayed (see Viewing the list of managers).
  2. Click the ID or name of the required manager. The manager details page is displayed.

The manager details page includes the following tabs:

  • General — the manager's information.
  • Subordinates — the list of subordinates of the manager.
  • Supervisors — the list of supervisors of the manager.
  • Log — the history of operations with the manager (see Viewing an object log).

The General tab includes the following elements (for details, see Adding a manager):

  • ID — the unique identification number of the manager.
  • Name — the manager's name.
  • Email — the manager's email used as the login to signing in to the Operator Control Panel.
  • Role — the manager's role (see Managers' roles):
    • Sales person (sales — in the API methods).
    • Marketing.
    • Product owner (owner).
    • System administrator (admin).
  • Status — the manager's status:
    • Active — a manager has access to the Operator Control Panel.
    • Inactive — a manager has no access to the Operator Control Panel.
  • Key — 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.

  • Phone — the manager's phone number.
  • Photo — the manager's photo.
  • The manager's custom attributes, if applied (see Managing attributes).
  • API token — the manager's unique key used for authorization in the API service (see ActivePlatform. API Reference Guide).

The API token field is displayed only on the page of a manager signed in to the Operator Control Panel. The API token field is empty until the manager creates the token manually.

To update the manager's information:

  1. On the General tab, make the required changes in the fields available for editing.
  2. Click Update.

For creating and updating the manager's API token, see Regenerating a manager's API token.

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