A Supervisor is an account type designed for people who manage Employees, for example by approving requests or overseeing their team’s work.
To create a Supervisor account, you don’t have to set up a new account from scratch. Simply open the existing Employee account and update the relevant settings in their profile.
💡 The new Supervisor doesn't have an account yet? Learn how to create an Employee account first ➡️
Step 1
Open the Organization tab and select the Employee you want to make a Supervisor. Then click their name, or open the three-dot menu in the Actions column and select Details to access their profile.
Step 2
In the Basic information section, scroll down and click Edit data.
Step 3
Select the Is a manager? checkbox, then save your changes by clicking Save data at the bottom of the page.
Done! 🎉 The Employee is now a Supervisor. Learn more about the permissions available to this account type ➡️
💡 Once you've created a Supervisor account, assign the Supervisor to the Employees they will manage. This will give them access to the relevant employee data. Learn how to do it ➡️