To see a new dashboard, the user should be assigned a supervisor role.

To do this:

  1. Open the Users section and go to the Departments tab.



  2. Select the department you want to add a supervisor to and then click Edit Department.



  3. In the Edit Department window, edit the department title and code, choose a new parent department and specify a supervisor.



  4. Under the Supervisor section, you can choose to inherit a supervisor from a parent department or assign a new one manually. Choose Assign manually and search with the name.



  5. Click Save.



    Done! The user now has the Supervisor role. The Supervisor role cannot be deleted. It will be deleted automatically if you delete the department.


User Information

You will see information about the supervisor on the User Information page.

You can change a supervisor manually or select No supervisor option.

  1. If you choose the No supervisor option, then the information about the user will not be displayed in the Supervisor Dashboard.

  2. The Account Owner and Account Administrator can assign themselves or any active user as the Supervisor.

  3. Department Administrator can assign any user from their managed Departments as the Supervisor.

  4. If Account Administrator assigns a Supervisor manually, the Department Administrator cannot change them in the User Profile.

Visibility of Departments

To give the department head access, select Inherit from parent department from the drop down menu on the manager card.

Reassign the supervisor, if you have the Inherit from parent department type is already selected.