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

Who can use this feature:

All Managers

• 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:

1

Go to People

2

Select a staff member > Work

3

Under Job Details, click Manage Records

4

Select a Reporting Manager

5

Click Save Changes

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💻 Assigning Data Managers

Who can use this feature:

Admin 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

Single-assign

1. Go to People.

2. Select a staff member > System.

3. Under Data Managers, click Edit.

   • The Edit Data Managers screen appears.

4. Select the Data Managers.

5. Click Save Changes.

Bulk-assign

Single-assign

Bulk-assign