How do I set up a manager for an organization?

An Assessment Manager is a user who can manage responses for one or more organizations and assessments. Managers cannot edit the assessment itself or change administrator settings, but they can view, add, and invite responses for the organizations and assessments assigned to them.

Before you create a manager, the organization they will manage must exist. Each manager must be linked to at least one organization and at least one assessment. These cannot be left empty.

Step 1 - Create the organization (if it does not already exist)

Go to Organizations and add the organization the manager will be responsible for. See Managing Organizations for full details.

Step 2 - Add the manager user

1. Navigate to Users and click Add User.
2. Enter the manager's Email Address, First Name, and Last Name.
3. Set User Type to Manager.
4. Under Managed Organizations, assign the organization(s) this manager should oversee. You can assign more than one. If you assign a parent organization, the manager will also be able to manage every child organization below it in the hierarchy.
5. Under Managed Assessments, assign the assessment(s) this manager is responsible for. At least one is required.
6. Click Save.

The new manager will receive an Admin/Manager Welcome email with a link to set up their login.

What the manager can do

Once logged in, the manager can:

• View, add, and invite responses linked to the organizations they manage.
• Run cohort initiations for those organizations and assessments.
• Purchase or manage allotments for their organization, if the organization's Response Allotment is set to Can be Purchased.

For full details on user types, permissions, and the manager dialog fields, see Managing Users and Permissions.