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Supervising Managers

Topics Discussed Below

Adding a Direct Account

Deleting a Direct Account

Adding a Direct Account

1.    Click Subscribers.

2.    Within the Navigation pane, click Supervising Manager.

3.    Depending on the amount of records you have within your database, the Supervising Manager list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All button.

4.   Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.

5.   Within the Show ribbon group, click the Direct Accounts button.

6.   The screen changes to displays two panes of information, the top pane displays the account number associated to the Supervising Manager. The lower pane displays the complete list of account numbers currently established within your database.

7.   Within the Search Organization (lower pane), there are 3 columns of information:

·         Account Number

·         Organization Name

·         Organization Path

8.   To add an account to a Supervising Manager, find the number within the list and double-click the row. The account number displays in the Selected Organizations pane.

! You can search for an account number within the Search Organization pane by typing in the number or portion of the number within the Search text box, once entered click the magnifying glass. Any record with the search characteristics appear within the pane.

9.   Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the manager, or Save & Close (to save and exit) to return to the Supervising Manager list.

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Deleting a Direct Account

1.    Click Subscribers.

2.    Within the Navigation pane, click Supervising Manager.

3.    Depending on the amount of records you have within your database, the Supervising Manager list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All button.

4.   Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.

5.   Within the Show ribbon group, click the Direct Accounts button.

6.   Within the Selected Accounts pane, right-click the account number to delete. A small pop-up box opens; click Delete within the box.

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

8.   Once selected, cairs.net draws a line through the name allowing you to delete multiple items at once.

9.   If you do not want to delete the account number, right-click the record to access a pop-up menu, click Undelete.

10. Once you select Undelete, a message box displays verifying that you really want to undelete the selection. Click Yes within the box to continue or No to cancel the operation.

11. Within the Actions ribbon group, click Save (to save and stay) to continue working with the manager, or Save & Close (to save and exit) to return to the Supervising Manager list.

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