ML Schedules™ K12 Facility Request Software provides Group Managers and District Admin with the ability to add Additional Managers to a Group. These Managers will be allowed to submit requests for the Group and can also be given additional permissions as outlined below.
Additional Managers can be added:
- By District Admin and Group Classification Managers
- By the current Group Managers
Add Additional Managers to a Group as a District Admin or Group Classification Manager
Note: There are two options. You can create a new user account, or add an existing user as a manager.
Adding a New user
1. Select Users > Manage Groups.
2. Select the edit () icon next to the Group name.
3. Select the Add Group Manager button within the Group Managers section.
4. Press the New User Radio Button.
5. Enter the Email Address, First Name, Last Name, and Phone number for the additional Group Manager. You can also give the new Manager additional permissions as outlined below:
Primary Group Manager: The Primary Manager is a way to indicate the primary person in charge of the Group. The Primary Manager cannot be deleted from the Group.
Allow Request on Behalf Of: Having this checked will allow this nonprimary manager to appear in the request on behalf of the drop-down.
Edit Group Info: This allows the Manager to edit Group information such as the name, address, and phone number.
Edit Insurance: This allows the Manager to edit the Group insurance file.
Edit Additional Files: This allows the Manager to edit the additional files for the Group.
Edit Contacts: This allows the Manager to edit the additional contacts for the Group. These additional Contacts simply receive email notifications regarding the Group's approved and canceled requests, but does not allow them to enter requests for the Group.
Edit Managers: This allows the Manager to edit and add other Group Managers.
Reminder Email: Managers can be updated to receive upcoming event reminders. This reminder is specifically for events they entered, or requests that were entered on their behalf. This will save administration time and follow-ups.
Receive Invoices: Selecting the "All Requests" option will send the Manager emails regarding all requests for the Group, regardless if they were the user that submitted the request. Selecting the "Only My Requests" option will only send the user invoices regarding the requests that they have submitted themselves. Selecting the "No" option will not send the user any invoices.
Receive Emails: Selecting the "All Requests" option will send the Manager invoices regarding all requests for the Group, regardless if they were the user that submitted the request. Selecting the "Only My Requests" option will only send the user emails regarding the requests that they have submitted themselves.
6. Click the Save Manager button.
An Email will be sent to the new Group Manager alerting them that they have been added as a Manager for the Group.
Adding an Existing User as a Manager
1. Select Users > Manage Groups.
2. Select the edit () icon next to the Group name.
3. Select the Add Group Manager button within the Group Managers section.
4. Click the Existing User Radio Button.
5. Select the Users Email, and all of their information will be filled out.
6. Click the Save Manager button.
An Email will be sent to the new Group Manager alerting them that they have been added as a Manager for the Group.
Deleting an Existing Manager
1. Select Users > Manage Groups.
2. Select the edit () icon next to the Group name.
3. Select the edit () icon next to the manager you would like to remove.
4. Click "Delete Manager"
Note: You CANNOT delete a primary group manager - You must add an additional manager and make them a primary before you can delete the original user from the group.
Add Additional Managers to a Group as an existing Group Manager.
Note: The options above are applicable for Group Managers, but the route to get to the Group is different.
1. Select the name at the top right of the page, and click Profile.
2. Click the button next to the Group that you would like to add additional Managers to.
3. Select the Add Group Manager button within the Group Managers section.
4. Enter the Email Address, First Name, Last Name, and Phone number for the additional Group Manager. You can also give the new Manager additional permissions as outlined below:
Primary Group Manager: The Primary Manager is a way to indicate the primary person in charge of the Group. The Primary Manager cannot be deleted from the Group.
Edit Group Info: This allows the Manager to edit Group information such as the name, address, and phone number.
Edit Insurance: This allows the Manager to edit the Group insurance file.
Edit Additional Files: This allows the Manager to edit the additional files for the Group.
Edit Contacts: This allows the Manager to edit the additional contacts for the Group. These additional Contacts simply receive email notifications regarding the Group's approved and canceled requests, but does not allow them to enter requests for the Group.
Edit Managers: This allows the Manager to edit and add other Group Managers.
Reminder Email: Managers can be updated to receive upcoming event reminders. This reminder is specifically for events they entered, or requests that were entered on their behalf. This will save administration time and follow-ups.
Receive Invoices: This will send the Manager all invoices for the Group.
Receive Emails: Selecting the "All Requests" option will send the Manager emails regarding all requests for the Group, regardless if they were the user that submitted the request. Selecting the "Only My Requests" option will only send the user emails regarding the requests that they submitted themselves.
5. Click the Save Manager button.
An Email will be sent to the new Group Manager alerting them that they have been added as a Manager for your Group.
Below is a video that covers some of the procedures listed in the article:
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