Manager Role

The essential guide to adding managers to your Waybook and assigning them to member groups.

Elle avatar
Written by Elle
Updated over a week ago

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 πŸ‘‡

  • 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.

  1. Give the user permission to 'view and make changes to your Waybook'

  2. Next, select Manager from the options presented

  3. 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 πŸ‘‡

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:

  1. Head to your member groups page

  2. Select the group you want to add a manager to

  3. Press the Add Member button and find the member you want to add

  4. 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 πŸ™‚

What's next?

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