Give your managers more control to onboard their team members and assign content to their direct reports in your Waybook.
On our professional plan, you are able to assign group managers to your member groups, so they can take more control of their department's content and their direct reports' progress in your Waybook.
In this article, you'll find out more about:
First of all, let's take a quick look at what your managers can do in Waybook 👇
Invite new team members to groups they manage
Add team members to groups they manage
Assign subjects to members and groups they manage
Generate reports for subjects and members they can edit
Read on to learn more about how to set managers up in your Waybook team.
Inviting managers to your Waybook
Let's kick things off by showing you how to invite new managers to your Waybook, assign them to groups and give them manager access.
Create a new member invite
Give the user permission to 'view and make changes to your Waybook'
Next, select Manager from the options presented
Now you should assign any member groups they should be part of, especially any groups they should manage
For any groups this team member should manage, make sure that you give them edit access, like this finance manager example:
Giving them read access to other groups will ensure they can consume any subjects the group has access to, but they will not be able to change this content.
We also recommend creating a group for your managers for any manager-specific training material and standard operating procedures.
Making an existing team member a manager
Updating existing team members and making them a manager in your Waybook could not be easier. For a short video tutorial, follow the link below 👇
To upgrade an existing team member to a manager in Waybook, simply go to your members page and select the member you wish to upgrade. Jump back to this process and complete steps 3 onwards.
Adding managers to member groups
If you're looking to add existing managers to member groups in your Waybook, follow these steps:
Head to your member groups page
Select the group you want to add a manager to
Press the Add Member button and find the member you want to add
Make sure you give them edit access so they can manage this group and any content assigned to it
Changes made to the group will be saved automatically 🙂
What's next?
If you still have any questions about managers in Waybook, reach out to our support team or schedule a call with us - we're here to help.
Manager Role is currently only available to teams with a Waybook Pro plan. You can upgrade your plan at any time from within your Waybook settings.