Add Managers

Setting up a team member as a Manager or Assistant Manager in 7shifts is a simple process that involves updating their profile and assigning appropriate permissions. Make the necessary updates and ensure your team members are ready to manage schedules and employees.

In this article, you'll learn the key difference between a Manager and an Assistant Manager, how to these roles in employee profiles, and how to customize manager permissions.


Prerequisites

⚠️ The Assistant Manager user type is only available on certain plan types.


Manager vs. Assistant Manager

You can assign your team members either the Manager or Assistant Manager role, depending on their responsibilities. The key difference between these two roles is hierarchy—Managers are senior to Assistant Managers.

  • Manager: A higher-level position with more access to permissions.
  • Assistant Manager: A position with slightly fewer permissions. Only available on certain plan types.
Click here to learn more about different user types and levels of hierarchy in 7shifts. Here is a quick overview:

  • Only Admins can add Managers.
  • Admins and Managers can both add Assistant Managers or Employees. 
  • Assistant Managers are only able to add Employees. 

Add a Manager or Assistant Manager 

    1. First, create a profile for them as an Employee user type. Click here to see the steps to add them to the Account.

    2. In the left navigation bar, head to Team:

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    3. Search for their profile or use the filter options to view Employees of different categories. Click on their profile to edit it.

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    4. Select the Permissions tab and change their Employee Type to Manager or Assistant Manager:



    5.  

      Below, you should see a list of their Manager Permissions. Check all that apply and be sure to click on 'Save' at the bottom of the page to confirm these changes.



      Click here to learn more about Manager Permissions.

Pro Tip!

Be sure to assign them to all of their respective Departments. This way they can create Schedules for their Employees and manage any relevant requests/notifications within the account.

Click here to learn more about updating a user's profile to grant them access to multiple Departments and Schedules.
You can grant a Manager or Assistant Manager access to multiple Department Schedules without having their name appear under all of them. If they only need to appear on the Schedules page for certain Departments, you can enable/disable the 'Appear on schedule' option under their user profile.

Click here to learn how. 

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