Date: Thu, 28 Mar 2024 11:00:29 +0000 (UTC) Message-ID: <2038699566.267.1711623629619@d7d82f87ccc3> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_266_1414373544.1711623629618" ------=_Part_266_1414373544.1711623629618 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
This article shows Decision Logic Admins or users with the =E2=80=98chan= ge=E2=80=99 permissions how to add, edit, delete, or terminate a manager on= Decision Logic=E2=80=99s web platform.
Adding a manager to the Manager Maintenance page provides a list of mana= gers that will appear on the End of Day. Admins can edit existing managers, delete ma= nagers to remove them from the End of Day page if the manager does not have any entri= es, and include a termination date if the manager has departed. Deleting or= entering a termination date from the Manager=E2=80=99s page does not remov= e them from the system. Managers who have had any entry on the End of Day p= age can be removed from this page by unmapping them from their store.
To add Managers to the list of users who have the End of Day transaction access, n= avigate to:
Maintenance > Company > Managers
Click + Managers.
Enter their First and Last Name.
= li>Select a Start Date.
Click +Add Store.
Select a Store.
Click the Trash Can icon to remove a store selection.= p>
Select a Manager Type.
Click Save.
Navigate to:
Maintenance > Company > Managers
Click Edit on the associated manager=E2=80=99s row.
=Make your Edits and Save.
Deleting a manager may not remove them from the End of Day=E2=80=99s manager list.= If a manager has entries using this page, then they need to be removed fro= m the store before deleting. Users will remove them from the store by click= ing the Trash Can icon first.
Navigate to:
Maintenance > Company > Managers
Click Delete.
Be sure a store is not assigned to the manager if the goal is to complet= ely remove their access to End of Day.
Click Delete again on the warning message. Once deleted, it cannot be re= versed.
The termination date field is simply used as record keeping. It does not= terminate the manager from access to End of Day or from Decision Logic=E2=80=99s sys= tem. To remove a manage from the End of Day page, please unassign them from= the store and delete.
Navigate to:
Maintenance > Company > Managers
Click Edit on the associated manager=E2=80=99s row.
=Enter the Termination Date.
Click the Trash Can icon to remove them from the store.=
Click Save.
The Term Date (termination date) will appear on the man= ager=E2=80=99s row.
=C2=A9 2023 Knowledge Management Systems, LLC. Decision Logic. All R= ights Reserved.
Table of Contents
For additional questions or assistance= , please submit a support ticket by visiting our Decision Logic Service Center= strong>.