Manager user role

Explanation of Manager role, scopes and feature permissions, and how to add new or edit existing Manager user role

Uros Maksimovic avatar
Written by Uros Maksimovic
Updated over a week ago


Managers have fewer system privileges than Administrators do. The privileges can be customized by an Admin with two parameters. Scopes, and feature permissions.

Scopes

They help to set which employees will the Manager be able to review when logged in with their credentials. Scope can be one or more of the following:

  • Employees

  • Teams

  • Projects

Feature permissions

They will provide access to specific data Manager will be able to see with their login and assign which features they'll be able to use.

Note: For a Manager user to be able to add new employees, Invite employees organization permission should be checked.

For a Manager user to be able to deactivate existing employees, they should have those employees under their scope instead of the overall scope of a team specific employees belong to, or along with the team scope (you can have a scope set to both team/teams and employee/employees).

If a Manager should be able to edit Projects and Tasks, besides checking the appropriate box for Project Management permission, Projects relevant to the specific Manager should be added to their scope.

Add Manager

 Here are the steps to add a Manager to your Insightful account:

  • Select Settings > User Management from the Sidebar

  • Go to the Managers tab

  • Click on the Add New User button

  • Choose the option +Manager

  • A new manager window will appear, as seen in the video above

  • Select the scope or scopes and feature permissions you wish to assign to this Manager's user role and save

  • The manager will receive an email from Insightful with further steps

Managers will use their credentials to log in at https://app.insightful.io.

Note: Managers, Admins, and Clients do not need to have Insightful installed on their computers in order to log in and view data, and as such they do not add towards billable license count.

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