The Managers menu displays all users who have been assigned a manager‑level access role. There are currently two types of managers:
Operational Manager
Billing Manager
At present, both manager types share the same permissions and access levels. In the future, as billing features expand, these roles will have distinct responsibilities. For now, use the Operational Manager role when creating accounts intended for customer management or onboarding new customers.
Viewing and Managing Manager Accounts
To view or modify a manager’s account:
Click the manager’s name in the table.
Use the available tabs to update roles, change passwords, review activity logs, or disable access.
User Tab
Remove the current role
Assign a new role
Review basic account information
Security Tab
From this tab, you can:
Assign a new password
Disable the manager’s account to restrict access
There are two password‑change options:
Without notification – The manager is not notified of the change.
With notification email – The new password is included in the email sent to the manager.
Creating a New Manager
To add a new manager:
Click the Add button.
Enter the manager’s name and email.
Select the appropriate role.
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Create a secure password or choose to generate a temporary password.
If a temporary password is generated, it will be sent in the invitation email, and the manager will be required to change it upon first login.
- Customizing the Managers Table
Show or Hide Columns
Click Columns to select which fields you want displayed.
Adjust Entries per Page
Use the entries selector to control how many rows appear on a single page.
Sorting
Click the arrow icons in any column header to sort the table in ascending or descending order.
Searching and Filtering
- Type in any column header to filter by ID, name, email, or other values.
- Partial matches are supported.
- Multiple column filters can be used simultaneously.
Resetting Filters and Settings
Reset Filters clears all active filters at once.
Reset Settings restores the table to its default configuration.
For more information on the Integrator level user interface, please refer to this article↗️