Managers

A manager is an administrator account: a person who works across the organisation rather than inside a single project. You manage these accounts from the Managers Admin page, reached from the Managers link in the sidebar.

The managers table

The page shows a table of all managers in your organisation, with these columns:

Column	What it shows
Manager	The manager’s name, which links to their profile
Project	The projects assigned to that manager, each removable
Admin	Whether the account is a full administrator
Senior	Whether the account is a senior manager
Actions	The per-row buttons described below

The New Manager button sits above the table. The whole Managers Admin page is for full administrators: anyone else who opens it sees a “You don’t have permission to view this page” message instead.

Creating a manager

Click New Manager to open the create form. The fields are:

Name
email
Admin (a yes/no setting)
Senior (a yes/no setting)
Finance (a yes/no setting)

The Admin, Senior and Finance settings decide what the new account can do. See the manager levels below.

Per-row actions

Each row in the table has an Actions column with the following:

Add Project: opens a dialog titled “Add Project” with a Project selector. The list only offers projects in the organisation that are not already assigned to that manager. Assigning a project gives the manager access to it.
Edit Password: opens the “Edit Password” dialog, described in Resetting a password.
Edit: opens an edit dialog with the same fields as the create form.
A delete button to remove the manager.

You can also remove a single project assignment directly from the Project column.

The manager profile

Clicking a manager’s name opens their profile page. It shows a card with Name, Email and Dashboard Permission (the permission level), and below that a history of the projects they belong to, with links into each project and a recent visits chart. The Edit Password button is available here when you are viewing your own profile or you are an administrator.

Resetting a password

The Edit Password dialog is the same whether you open it from the table or from a profile. It has a password field and a Repeat password confirmation field.

The dialog enforces these rules:

The two fields must match, or you see “Passwords don’t match”.
“Password must be at least 8 characters long”.
“Password must contain at least one uppercase letter and one number”.

You may only change your own password or, as an administrator, the password of a manager in your organisation.

On success the dialog reports “Password successfully changed”.

Manager levels

Managers come in three levels, set by the Admin and Senior settings on the account:

Administrator: full access. The sidebar opens with an Admin section, and these accounts set the whole system up: managers, countries, projects, monitoring forms, questions, metrics and app versions.
Senior manager: no Admin section in the sidebar, but a wider set of actions than a junior manager (for example, sending an SMS and adding an existing metric to a project).
Junior manager: the most limited manager level.

Senior and junior managers see My Organisation and My Projects in the sidebar instead of the Admin section. For the full breakdown of what each level can change, see Roles and what each one sees.

Next: Countries and projects