Page 15 - Administrator Help Manual

Help Manual
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Adding Managers

Managers Explained

On Self Manager your clients are referred to as Managers. As an administrator, you can add and manage
the Managers on your organisation's Self Manager system.

Managers can be assigned to one or more Administrators to ensure the assigned coordinators have
access to their clients’ details. Super Admins have access to all of the Managers across an organisation’s
Self Manager system.

You can easily specify the levels of administrative control or responsibilities each of your Managers will
have; some managers may want to do most tasks themselves with limited support, while others may
need you to take control over things such as employee management and payment submissions. The way
Self Manager lets you control these access levels is flexible, and this Help section will explain these steps
in detail.

It is important that you have a clear idea of how your organisation will use Self Manager as a tool to
ensure that you can provide all the relevant guidelines and instructions to your managers.

Adding Managers

1. Select Managers from the My Organisation drop down menu to access the Managers page. A list
of your managers will appear here once you start adding them.
2. On the Managers page, click on the Add Manager button on the top left of your page to add a
new manager.

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