How to create, edit and desactivate a Manager - Spotter V2

Created by Andre Greiner, Modified on Wed, 10 May 2023 at 09:39 AM by Andre Greiner

In Spotter it is possible to register new users to use the software. You can make these entries when you start your journey in our tool or for as long as you stay with us. 

Here in this article you will learn how to register, deactivate and activate  Managers Let's go?

Remembering that to make these entries you need to have administrator manager permissions. Make sure you are logged into an account with these permissions. 

Registering a Manager

To register a NEW manager follow the steps below:

 

1.  On the left side menu, select the  Team option .

 


2.  In this Team menu there are four upper tabs, in which your team members will be registered: 

  • Pre-sellers;

  • Sellers; 

  • Managers.

  • groups



3.  To register a manager, just access the “ Managers ” tab and click on the blue button: “ Register ”;


 

4.  On this screen you will enter the registration data for this manager::

Name : Manager

Last name : Manager's last name

Email : Manager's email

Phone 1 : Manager's phone 1

Phone 2 : Manager's phone 2.

Admin Manager?  - Activate this flag if you want this profile to register new Managers in the future.

 

 


5.  Click on “Save”; 


 

6.  Okay, the new manager has been registered. The access data to the system will be automatically sent to the registered e-mail.

 

Deactivating a Manager

After registering a manager, it will no longer be possible to delete him from the system. What can be done is to disable it. Once this is done, he will no longer have access to Spotter. 

To deactivate a manager follow the steps below:

 

1.  Click on the “ Managers ” tab. Clicking will open the list of all registered managers;


 


2.  Find the Manager you want to deactivate in the listing. When you find him, click on the blue switch to the right of his name; 


 

3.  When clicked, the manager will be deactivated where the switch will be 'grey' and will report a message that the user has been deactivated.


 


 

 Okay, the manager was deactivated. 


Activating a Manager

To activate a deactivated manager follow the steps below:

 

1.  To activate a deactivated manager, just click on the gray switch as shown in the print below:

2.  After that, the switch will turn blue and inform you that the user has been successfully activated.

 

 

 Okay, the manager has been activated.  


Rate this article so we can improve our service?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article