Assigning Staff Managers
You can assign Reporting Managers and Data Managers to staff in Marco based on their roles and responsibilities.
Assigning a Reporting Manager
Admin Managers can assign a Reporting Manager for all staff.
Other Managers can only assign a Reporting Manager for their managed staff.
Each staff member can have only one Reporting Manager.
Before You Begin
Ensure that the Reporting Manager’s profile type is set to Manager Only or Manager & Staff. To learn how to change a user's profile type, refer to Changing a User's Profile Type.
Steps to Assign a Reporting Manager
Go to People.
Select a staff member > Work.
Under Work Info, click Edit Info.
The Edit Work Info screen appears.
Select a Reporting Manager.
Click Save Changes.
Assigning Data Managers
Admin Managers can assign Data Managers in two ways:
Single-assign: Assign each staff member individually.
Bulk-assign: Assign multiple staff members to a single manager.
Each staff member can have multiple Data Managers.
Before You Begin
Ensure that the Data Manager’s profile type is set to Manager Only or Manager & Staff. To learn how to change a user's profile type, refer to Changing a User's Profile Type.
Steps to Assign Data Managers
Go to People.
Select a staff member > System.
Under Data Managers, click Edit.
The Edit Data Managers screen appears.
Select the Data Managers.
Click Save Changes.
Go to People.
Select a Manager > System.
Under Manage People List, click Edit.
The People List screen appears.
The right-side list shows staff currently managed by the selected manager.
To assign staff to a manager:
Select users from the left-side list and click Add.
The staff are now assigned and appear in the right-side list.
To remove staff from a manager:
Select users from the right-side list and click Remove.
The staff are now unassigned and appear in the left-side list.
Click × to close the screen.
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