the Navigation pane, click Supervising Managers.
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
Within the Actions pane, click Add New
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
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