DeskTrack has a Multi-level hierarchy in which you can assign multiple Managers to one User. So the Mangers can check his/her Team member’s reports by login on to the DeskTrack Web Page with their DeskTrack Id and Password
How to import Manager for users
- Open the DeskTrack panel and go to User List
- Now click on Reporting Manager Import button
- Fill the details in the given format and import the sheet to the web
NOTE: Make sure all the user and reporting manages are already created in the account
How to add a Manager for a user
- Open the DeskTrack panel and go to User List
- Search the user on which you want to assign a Manager and click on Reporting Manager option
- Now click on Add/Update Tag for assigning the manager for the user
- Enter the Tag of the user like @jondoe and click on Update.
- In the User List by Clicking on Reporting Manager Option, you can also check the list of Managers assigned to that user.
How to inactive a Manager for a user
- Login DeskTrack Admin Account and Click on User –> User List
- Search for the user to whom you want to unassign the Manager and Click on Reporting Manager Option
- Click on the Active button to inactive the Manager and click on OK
- After inactive the Manager, the Reporting Manager will not able to see the report of that user.
