Admin Managers' Guide: How to Add Admin Managers
What is a Company Manager?
When a company is first created, a dedicated Manager (the main Admin for that company dashboard) is automatically assigned. This person becomes the default Company Manager and has full access to the platform.
Their responsibilities include:
- Ordering licences
- Adding learners
- Setting up training and phishing campaigns
- Viewing dashboards and generating reports
- Overseeing the Security Awareness Training programme
Adding Company Managers
Company Managers share the same permissions as the main Admin, so they can manage settings and run the platform.
- Log in to your Admin Dashboard.
- Go to the Users section.
- Click the Managers tab.
- Select Add Manager button.
- Use the dropdown to choose the learner you want to assign as Manager
- Click Save
Note: To remove a manager? Click the 🗑️ (bin) icon next to their name.
Automated Notifications
- When you add a new Company Manager, they’ll automatically receive a Welcome Email prompting them to set up their login and password.
- Reminder Email: sent 72 hours before licence expiry
- Expiry Email: sent on the day of licence expiry
Note: After licences expire, Company Managers who try to log in will be redirected to a landing page with instructions on how to order new licences.
For more details, see: Customer Managers' Guide: How to Renew Expired Licenses.