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Manager's Company in Dropdown

Overview

Once a manager role is assigned, it will be linked to a Company and that link will be used to show the manager's name in the dropdown list involving companies and managers used for manager selection.

Please notice that the link between a manager role and a company will be updated automatically based on the manager's assignment team room. If the manager is also a Company Administrator, the company in the dropdown will be based on that relationship.

 

Prerequisites

  • Manager/Company administrator/VP/Account Manager role required.

 

Solution

  1. If the manager is also a Company Administrator and he needs to be assigned to a different company, please follow the Requesting Company Administrator Role article and indicate to which company he needs to be assigned.
  2. If the manager is not a Company Administrator, you will need to move him to a team room that belongs to the desired company. This will update the manager's company automatically.

 

Confirmation

If you access the dropdown list while changing a contractor's manager or adding a manager as a watcher, you will find the manager's name under the new company.

 

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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