Assign a Manager or Alternate Manager to a Group

Assigning managers ensures proper oversight, access control, and task routing within your PSA system’s Groups.

This article guides you through the steps to assign a Manager and/or Alternate Manager to a Group.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Groups.
4. On the Groups list page, click the name of the group you want to edit.
5. Click Browse next to the Manager field to open the User List page. Select the user you want to assign as the primary manager.
6. Click Browse next to the Alternate Manager field to open the User List page. Select the user to assign as the alternate contact when the primary manager is unavailable. 

   Note: If the Alternate manager is not selected then the Out of Office feature does not function.

7. Click Save to apply your changes.
8. Click Back to return to the previous page.