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Manager Check

Allows the organisation's managers to verify that their part of the organisation is set up correctly.

When the organisational structure is updated and the users are imported, you can use the "Manager Check" function to allow managers to confirm that their part of the organisation is set up correctly, ensuring that future results are presented as expected.

An email with a link to the platform will be sent out, giving managers access to their section of the organisation. Any new managers will also have the opportunity to create their user account via the same link.

The function is an add-on — please contact Customer Care for pricing and setup.

How to use the Manager Check

  1. Navigate to "Organisation" > "Manage Organisation"

    • Click on the relevant group (often the top group)

  2. In the user view, find the column "Is a manager"

    • If the column is missing, you can add it by clicking the eye icon on the far right of the view

    • Click the three dots next to the "Is a manager" column header

    • Select "Yes" to only display users who are managers

  3. Select all users

    • At the top of the user view, to the left of the "Full Name" header

  4. A row of options will now appear at the top of the screen — select "Send email"

    • Choose "Manager Check" and then "Send" — done!

  5. Information about the procedure and next steps is included in the email sent to the managers

Note! Managers cannot make changes to the organisational structure themselves — they must contact an administrator to have any updates made.