Help Document
Creating and Configuring Managers

    Administrators can create and configure Managers to further organize Read, Create, Edit, and Delete permissions across an organization. In order to assign a Manager to a User, the Manager field must be included in the User Entity page layout. For more information, read About Entity Layouts.

    Requirements

    To create new security roles, you must have the following permissions:

    • Administrator System Role

    TO ADD A MANAGER TO A USER

    1. In the Setup Home page, click Security > Manage Users.
    2. Select the desired user.
    3. Click Edit.
    4. In the Manager field, enter the user’s manager name or click the magnifying icon to search for a Manager.
    5. Click Save.

    << About Manager Hierarchy for Internal Security