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This article will show you how to edit an existing Client Manager's information in the Global Work Platform™ . Information that can be edited includes personal information, supported employee assignments, and point of contact permissions.
A user must have the Company Admin role to edit client managers in the Global Work Platform™.
Step 1. Log in to the Global Work Platform™.
You must have the Company Admin role.
Step 2. Navigate to the Company Tab and navigate to the Team member tab.
You can search for a HR or PTO manager by scrolling through your list of team members or by searching in the search box to the right of your screen. The search can be filtered by role.
Step 3. Click on the Client Manager you want to edit.
A window will appear on the right of your screen.
Step 4. Click 'Edit' at the bottom right of the screen to update the Client Manager’s information, permissions, or select the employees they manage.
You will now be routed to their personal details, permissions and employees they manage. *
Personal information: Email, phone, timezone, job title
Company-level Roles & Permissions: Company Admin, Billing admin, HR manager, PTO manager
Individual-Level Roles & Permissions: HR Manager or PTO Manager assignments for supported employees
To edit personal details, click the pencil icon, make your updates, then select Save.
Step 4a. Edit company-level roles and permissions
From the Company-Level Roles & Permissions section, select or deselect any company-wide roles and permissions the Client Manager should have.
Company Admin: Can access all company information and create and edit other Client Managers.
Billing Contact: Can access all company invoices, contractor invoices, and invoice-related reports.
HR Manager: Can view and edit all employee hiring information, job details, and documents.
PTO Manager: Can view all time off information and documents and review and approve all time off requests.
Step 4b. Edit individual-level roles and permissions
To assign a Client Manager to a supported employee as an HR Manager or PTO Manager, check the box next to the corresponding supported employee.
Select the box at the top of the HR Manager or PTO Manager column to assign the Client Manager to all supported employees or to all supported employees in a specific country.
HR Manager: An HR manager assignment grants access to view and edit sensitive hiring and job information and documents.
PTO Manager: A PTO manager grants access to view and approve time off requests, time off information, and documents.
Step 5: Review the permissions and make any needed changes, then click Next.
You’ll be taken to a review screen. Select 'Make Changes' to finalize your updates.
Please note that all changes to a Client Manager's personal information are saved automatically.
For more information about user roles and permissions, please reference this Overview of User Roles article.
For instructions on how to add a new client manager in the Global Work Platform, please reference this How to Add a New Client Manager in the Global Work Platform™ article.
* The customer manager's information is organized by section.
Personal Information: The Personal Information section includes a client manager's first name, last name, primary phone number, secondary phone number, business email, and timezone.
Client Manager Information: The Client Manager Information section includes the Client Company name, business address, and job title. The business address cannot be edited from this page.
Company Level Roles & Permissions: This section includes client manager permission level access, such as Company Admin, Billing Contact, HR manager, and PTO manager.
Individual Level Roles & Permissions: This section includes permission levels for a supported employee as an HR or PTO manager
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