As your team grows, more managers need access to your consultant database. Adding one, and getting them into their company account, takes just a few steps.
Prefer to watch instead of read? Here’s the full walkthrough:
Open the Manager’s Network section
Head over to the company dashboard. Once there, click “More” on the Manager’s Network section.
Click “Add Manager”
On the next window, click “Add Manager.”
Enter the manager’s details
Enter the manager’s name and surname, then enter their email and confirm it.
Confirm consent and create the account
Check both consent boxes, then press “Create Account.” The manager has now been added to your team.
Manage roles, permissions or remove access
Can I change a manager’s role after adding them?
Yes. You can update their role and permissions, or remove their account from the company, at any point.
What happens next for the manager
The manager receives an email with this information. If they already have an account, they simply log in and get access to the company’s team of consultants. If they don’t have one yet, they’ll need to complete the account setup first.
Add manager checklist
- ✓Head to the company dashboard
- ✓Click “More” on the Manager’s Network section
- ✓Click “Add Manager”
- ✓Enter and confirm the manager’s email, then their name and surname
- ✓Check both consent boxes
- ✓Press “Create Account”
- ✓Adjust role, permissions, or remove access if needed
Frequently Asked Questions
How do I add a manager to my team?
Go to the company dashboard, click “More” on Manager’s Network, then “Add Manager,” and fill in their details.
Can I change a manager’s permissions after adding them?
Yes, their role and permissions can be updated at any time from Manager’s Network.
What happens if the manager already has an account?
They just log in, and they’ll have access to the company’s team of consultants right away.
Can I remove a manager’s access later?
Yes, you can remove their account from the company at any time from Manager’s Network.
Still have questions about managing your team? Send an email to hello@sprintcv.com and our team will walk you through it.
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