Managing Managers

Assign managers to networks for delegated administration

Dec 5, 2025

Managers are users who can onboard partners within their assigned network. They provide a layer of delegation between administrators and individual businesses.

What Is a Manager?

A manager is an administrator with limited scope. They can create and support partners, but only within their assigned network. They cannot access system settings or other networks.

When to Use Managers

Direct management: If you manage all partners yourself, you don't need managers. Administrators can create partners directly.

Delegated management: Assign managers when you want someone else to onboard and support partners in a specific region or network.

Examples:

Regional managers for geographic areas
Franchise coordinators
Shopping center administrators
Client account managers

Creating a Manager

Go to Managers in the admin sidebar
Click Create Manager
Enter their name and email
Set a password (they can change it later)
Assign them to a network
Click Save

The manager will receive login credentials and can access their dashboard at /manager.

Manager Capabilities

Managers can:

Action	Allowed
Create new partners	✅ In their network only
View and edit partners	✅ Those they created
See partner analytics	✅ Their network only
Support partner staff	✅ Within their network

Managers cannot:

Action	Allowed
Access other networks	❌
Create or modify networks	❌
Appoint other managers	❌
Access system settings	❌
View all platform activity	❌

Network Assignment

Each manager belongs to exactly one network. If you need the same person to manage multiple networks:

Create separate manager accounts for each network
Or promote them to administrator (full access)

Deactivating Managers

To remove a manager's access:

Edit the manager account
Set status to inactive
Save

Their partners remain unaffected. You can reassign partner management or handle them directly as an administrator.

Best Practices

Choose the right scope: Only assign manager access when you need delegation. More managers means more complexity.

Document responsibilities: Make clear which manager handles which partners or regions.

Regular reviews: Periodically review manager accounts and deactivate unused ones.

Training: Ensure managers understand their capabilities and limitations before granting access.

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