Page 5 - Administrator Help Manual
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Help Manual
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Getting Started with Self Manager
Once you have signed up for a Self Manager subscription, you will receive face-to-face, online, and/ or
over-the-phone support and assistance (depending on your location) to set up the system to suit your
organisation’s processes.
The main Administrator in your organisation will receive a username and password that they can use to
log into Self Manager. This Administrator will have Super Admin access, which means that they can
access all areas of your organisation’s Self Manager. More information about Administration levels is
available throughout this manual.
In order to start setting up Self Manager for your organisation, it is important that you follow the steps
below in a chronological order:
1. Update your Account Profile (on your Dashboard)
2. Update your Organisation’s details
3. Add Managers
4. Add Administrators
5. Add Cost Centres
6. Add Line Items
These steps are explained in separate Help Sections in this manual.
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