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How to Add a New Client Manager in the Global Work Platform™
This article will show you how to add a new Client Manager to the Global Work Platform™.
A user must have the Company Admin role to create a new Client Manager.
To view a detailed video walkthrough of this process, please follow this Help Center article.
Note: You must be logged in to the Global Work Platform™ to access the video.
Creating a new Client Manager in the Global Work Platform™
Step 1. Log in to the Global Work Platform™ and navigate to the Company tab.
A user must have the Company Admin role.
Step 2. Navigate to the Users tab.
Step 3. Click the "+ User" button.
To learn more about the types of user roles and permissions a client manager can hold, please reference the Overview of User Roles.
Step 4. Enter all required new user information.
All fields, with the exception of those that say optional, are required and must be complete before moving forward.
Making the user a Company Admin
Under the Company-Level Roles & Permissions section, click the Company Admin button. Company Admins have access to all company information, invoices, payment details, and HR and Time Off Manager permissions for all talent created in the past, present, and future. Company Admins can also create and edit other managers.
Making the user a Company Billing Contact
Under the Company-Level Roles & Permissions section, click the Company Billing Contact button. Billing Contact is a permission that will grant access to billing and financial data for a given customer, so please be aware of granting access to sensitive data.
Making the user a HR Manager
Under the Company-Level Roles & Permissions section, click the HR manager button. HR manager is a permission that will grant access to edit all employee hiring information, job details, and documents.
Making the user a PTO Manager
Under the Company-Level Roles & Permissions section, click the PTO manager button. PTO manager is a permission that will grant access to view all time off information, documents, and review and approve all time off requests.
Step 5. Select the supported employee(s) the new customer manager will manage as either their HR Manager or PTO Manager.
To assign a client manager to a supported employee, check the box next to the corresponding supported employee.
Client managers can serve as both HR and PTO Managers for a single supported employee and a Manager for multiple supported employees.
Step 6. Click the "Create User" button.
The new manager will receive an email inviting them to the platform.
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