Skip to main content
Skip table of contents

Set manager permissions

User prerequisites:

Master Administrator Permission or

Administrator Permission

Process prerequisites:

Account control must be configured per user and

Quotas or policies management by managers must be enabled


To set the manager permissions > view Users > menu Users > on the list select the manager > action Open > tab Permission > action Edit > locate Manage users

Select the behavior, considering:

Quota management:

Inherit default behavior: In this case, the permissions will follow the default settings.

Manage credits: The manager can manage the quotas of the users belonging to the accounts that he or she manages.

Manage recurrence quota rules: The manager can manage the recurrence quota rules of the users belonging to the accounts that he or she manages.

Manage recurrence quota rules and credits: The manager can manage the credits and recurrence quota rules of the users belonging to the accounts that he or she manages.

Disabled.

ATTENTION

Managers will be able to manage only the quotas that have been created by them.

NOTE

Actions on quotas will not be available to users logged in as a provider.

Policy management:

Inherit default behavior: In this case, the permissions will follow the default settings.

Activated: The manager can manage the policies of the users belonging to the accounts that he or she manages.

Disabled.

ATTENTION

Managers will only be able to manage policies that have been created by them.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.