admins system managers titles editing system manager titles System Managers

In this article:

What is a Manager in Greenius?

Add a New System Manager

Video: Add a New System Manger

Manager Permission Levels

Managing Access Levels for Course Preview in Greenius

Assign a Manager to an Employee

Change a Training Due Date

What Is a Manager in Greenius? 

In Greenius, a Manager refers to any user with administrative access to the system. Managers can add employees, assign training, and make changes to account settings—permissions vary depending on the manager’s designated access level.

Add a System New Manager

To add a new Manager to your Greenius account:

1. Click the Settings menu in the bottom-left corner of the screen, then select Managers
   
2. Click the green "+" in the bottom-right corner
3. Enter Manager Details:
   • Enter the manager's First and Last Names, then click Next
   • Enter the Email Address and choose the desired Report Email Frequency
   • If you plan to assign training to this manager, enter a Cell Phone Number
4. Assign Permissions:
   • Select a Permission Level (see next section for descriptions)
   • Choose whether this manager should receive weekly reporting emails, then click Next
5. Assign Branches (if applicable):
   • Select the appropriate branch(es) for this manager.
   • If your company has only one branch, proceed directly to the next step.
6. Create Login Credentials

   1. Set a unique username (referred to as "Login Name" in the software).
      💡 We strongly suggest using that Manager’s work email address. 
      ⚠️ If you choose to use a custom username/login name instead, please note that it cannot contain spaces and it cannot ever be changed.

   2. Create a password that includes:
      • Minimum 8 characters
      • At least one uppercase letter
      • At least one lowercase letter
      • One number

      • One special character (like !, @, #, etc. — it cannot be an underscore _ )

7. Click Create to finalize.

Video: Add a New System Manager

Manager Permission Levels

Greenius supports three administrative permission levels. These can be customized in your account settings but generally include the following:

Managing Access Levels for Course Preview in Greenius

If someone you added as an admin or manager cannot preview courses in Greenius, it's usually a permissions or access level issue.

Check the Manager's Access Level

1. Log in as a Top Admin

2. Go to Settings > Managers

3. Find the manager who cannot preview courses

4. Click the edit pencil next to their name

5. Check their Access Level from the dropdown menu

⚠️ Note: Managers with limited access may not see all courses in the Training Library. Only Top Admin users have full visibility across the account.

Other Things to Check

• Make sure the course is published, not still in Draft status. Drafts are only visible to the manager who created them.

• Confirm the manager is assigned to the correct Division.

• Have the manager try logging out and back in, or clearing their browser cache.

• Try a different browser — Chrome is recommended.

How to Change a Manager's Access Level

1. Go to Settings > Managers

2. Hover over a name and click the edit pencil next to the manager's name

3. Change their Access Level to Top Admin using the dropdown

4. Click Save

💡 Tip: If you only need someone to preview courses without full admin rights, consider having a Top Admin share the course preview link or screen-share during a meeting instead of upgrading their access level.

Edit System Manager's General Information

1. In Greenius, navigate to Settings > Managers

2. Hover over a name and click the edit pencil next to the manager's name

   User Information	Here you can edit manager's:  - First Name, Last Name, Email Address - Toggle: Email Format: HTML or Plain Text - Phone # - Dropdown: Access Level - Dropdown: Employee Manager - Toggle ON or OFF: Has Subscription Access, Has ability to Add/Edit Mandates, Weekly Company Email, Weekly Manger Email
   Login Information	Here you can edit: - Login Name (email address) - Toggle: Change Password
   15 Minute Review Settings	Here you can toggle ON or OFF: - Enable Managers to be able to view their Employees' 15 Minute Review Results - Enable Managers to be able to view their Employees' Job Satisfaction Survey Results: Setting this feature to ON will allow the manager to review the employee’s Job Satisfaction Survey responses. Completed surveys will contain information about the manager’s
   Linked Training ID's	Click the Add Training ID button to link this Manager's training account(s) to their username and password. Remember, the employee may have an Equipment Training ID and a Supervisor Training ID, so be sure to merge the ID's before using this tool to connect accounts

3. When finished making changes, make sure to click Save

Edit System Managers: Video

Assign a Manager to an Employee

This article covers how to assign an employee to a manager so they can track progress, and how to change due dates for assigned training courses.

1. Log in to your Greenius Manager account

2. Navigate to Employee Training > My Employees

3. Click the employee's name (not the checkbox) to open their profile.

4. In the employee details panel, locate the Manager field.

5. Use the dropdown to assign or change the manager.

6. Click Save

⚠️ Note: Only Top Admin profiles can see all employees. Managers can only see employees assigned to them.

Change a Training Due Date

For a Single Employee

1. Go to Employee Training > My Employees.

2. Click the employee's name to open their profile.

3. In Assigned Training, find the course.

4. Click the three-dot menu next to the course.

5. Select Edit Due Date, choose the new date, and click Save.

For Multiple Employees at Once

1. On the My Employees page, use the checkboxes to select the employees.

2. In the action bar that appears at the bottom, use the available actions to update training assignments.