Customer Managers' Guide: How to add Company Managers

What is a Manager?

Managers wield the power to update the platform, holding the same permissions as the main Admin. They’re able to handle and modify Learners and Departments, craft Training and Phishing Campaigns, and tweak all platform settings. Their capabilities include viewing Dashboards, generating Detailed Reports, and assisting in managing your Security Awareness Training program.🚀

Adding Company Managers

When setting up a new company, an essential part of the process involves providing a manager's name and email. This designated individual automatically becomes the default company manager.

To add more company managers, access the 'Users' section and proceed to the 'Managers' tab. Click the 'Add Manager' button to add new managers. To remove a manager, click the 'bin' icon.

Enter their name and company email address. They will then receive an automated 'Manager welcome email notification,' prompting them to set up their account.