Add Manager

Listings managers are entrusted with efficiently managing listings data, ensuring it remains accurate and up-to-date when publishing to target sites. They are crucial in enhancing the company and professionals' online presence.

On the other hand, tier managers are responsible for overseeing specific tiers within the hierarchy, focusing on user and tier management tasks. They contribute to the smooth operation of an account by managing users and maintaining the hierarchy's integrity.

To add a manager of either type, the same steps can be followed. This guide walks through how to create a (listings or tier) manager.

Create a (Listings or Tier) Manager

Applies to:

• Account Managers

• Organization Managers

• Admins

Overview

Creating a listings or tier manager is simple and only takes a few steps. Since the managers can log in to interact with the XMP and its data, an email address is required. With an email address, follow the steps below to create a manager within a hierarchy.

How-To

1. On the Hierarchy page, use the green pill-shaped button to switch from the tier view to the user view.

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2. Once on the users' view of the hierarchy, click the grey Add New User button in the top right corner of the table.

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3. Enter the first name, last name, and email address of the manager. Then, toggle the Opt-in to experience.com login to the ON status.

   • This ensures the manager receives a verification email and can log in to access their account once the profile is created. If the toggle is turned off, the manager will not have a login or access to their account.

4. Next, manage the Send Settings for the manager by enabling or disabling the following:

   • Survey completion notification: an email notification sent to the manager when a user they manage receives a new review.

   • Reply to reviews notification: an email notification sent to the manager when a review for a user they manage receives a reply.

   • **If the manager will ONLY be a listings manager, the send settings will go away when the role is identified (in the next step) and, therefore do not need to be set.

5. Next, use the Tier dropdown menu to select the manager’s tier assignment and the Role dropdown menu to select the manager’s role (Listings Manager OR Tier Manager). Click the grey + button to add the role assignment.

   • Assign the manager to as many tiers as they need to manage by selecting another tier and clicking the grey + button. Each time the grey button is pressed, the tier assignment will be added to the manager’s profile.

6. When the manager settings are set, and tiers are assigned, click the blue Create User button in the bottom right corner of the screen.

Once the manager has been created, they will receive an email invitation to set up their password and verify their account. Afterward, they can log in and interact with the platform according to their role.