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Admin: Managers Page

Navigate to the Managers page to review and edit manager details, including contact information, access levels, and sites they are restricted to in the system.

Watch the video tutorial here:

Step-by-step instructions:

Creating a New Manager

  1. Navigate to Admin > Managers from the left sidebar.

  2. Click the +Add Manager button.

  3. Select the appropriate access level and fill in the required fields (marked with red asterisks *).

  4. Restrict Access: Assign the manager to the applicable site(s) and tie them to the specific Teams (Shifts) they need to oversee.

  5. Linking: Link them to other users if they need to receive the same updates, notifications, or system visibility using the Supervisor fields.

Updating or Inactivating an Account

To modify an existing account or revoke access:

  1. Search for the user’s name and click on it to open their Manager Profile.

  2. To Update: Make the necessary changes to their information.

  3. To Inactivate: Find the Status / Role dropdown and select Inactive.

  4. Click the Save Manager Changes button to apply the updates.

Tip: If you need to view or reactivate an account, disable the ‘Active Users’ toggle in the main Manager list to display all accounts.

 If you need additional assistance creating a Manager, please contact SimpleVMS support at 888-255-8918 ext.2 or support@simplevms.com.