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Supervising Managers

Topics Discussed Below

Adding a Supervising Manager

Deleting a Supervising Manager

 

Supervising Managers

Supervising Managers allow subscribers to view portal billing at multiple levels within an organization’s structure. One subscriber at a very high level can see all of the sub organizations and another subscriber at a lower level will see only their organizations. Each supervising manager can have their own set of Organizations and these organizations can overlap between mangers. 

Adding a Supervising Manager

1.     Click Subscribers.

2.     Within the Navigation pane, click Supervising Managers.

3.     There are two ways to add a Supervising Manager

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Supervising Manager

·         Within the Actions pane, click Add New Supervising Manager

4.   The General - Supervising Manager window opens. Complete the following information, (required fields are indicated with an asterisk (*)):

·         Supervising Manager Name* - type the name of the Supervising Manager

·         Related Subscriber* - click the field to access a dropdown list, from the list select the Subscriber, this is an existing subscriber within the cairs.net database.  

·         Limit By Site – click the field to insert a checkmark to limit the Supervising Manager to only those sites selected within the Site button

·         Limit By Organization - click the field to insert a checkmark limiting visibility to only those Organizations selected within the Organizations Ribbon group.

·         Limit By Account - click the field to insert a checkmark limiting visibility to only those Accounts selected within the Direct Accounts ribbon group.

·         Limit Billing Detail by Organization - click the field to insert a checkmark limiting the billing detail to the only the organization associated to the Supervising Manager

5.   Within the Actions ribbon group click Save (to save and stay) within the Actions ribbon group to save the information and continue working within the window or Save & Close, to save the information and close the window. 

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Deleting a Supervising Manager

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Supervising Managers.

3.       Before the list of managers displays, you must either:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       There are three ways to delete a Supervising Manager:

·         Highlight the Supervising Manager name within the list, and within the toolbar directly above the navigation pane, click the red X.

·         Highlight the Supervising Manager name within the list and within the Actions pane click the Delete Supervising Manager link.

·         Within the list, double-click the Supervising Manager name. The Supervising Manager window opens. Within the Actions ribbon group, click the Delete button.

5.       Once you click Delete, a message box displays verifying that you really want to delete the manager. Click Yes within the box to continue or No cancel the operation.

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