Assigning office managers

Employees can be assigned as an office manager who then supervises the other employees in that particular office.

An office manager has an overview of all the employees working in his or her office as well as all the appointments scheduled with this office.
He or she can assign appointment subjects to the employees, so customers are directed to the right employees.

How to assign office managers:

  1. Go to Company > Offices > Select desired office > Show details
  2. Below the address details, you can see General information where the office manager(s) are shown and new ones can be assigned.
  3. Click on 'Assign an office manager'
  4. Select the desired employee
  5. Click on 'Assign to office'

 

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