admins system managers titles editing system manager titles System Managers (Admins)

What is a Manager?

A manager in Greenius is anyone with administrative access to the system. These admin Managers can add employees, assign training and make various changes to the account, depending on permission leve. 

Adding a New Manager

Getting Started: To add a new Manager to Greenius, start by clicking on the Settings menu at the bottom left of the screen. Then select Managers. 

Next: Click the Green 'plus sign' + in the bottom right. 

 

Step 1: Enter the new manager's first and last names. Click Next.

 

Step 2: Enter email address. Select desired report email frequency. Add a cell phone number if you plan on also assigning this manager some training. The last step will ask if you wish to create a training ID for this manager. Click Next.

 

Step 3: Select Permission Level for this manager (See next section on Permission Levels) Remember that you can change the labels / names of these 3 levels from Company Details page, under account settings. From here you can also choose if you want this manager to receive weekly reporting emails from Greenius. 

 

Step 4: If applicable, select which branch or branches your company should be added to. Click Next. If your company only has one branch, you can proceed to the next step. 

Step 5: Enter a username and password for the manager. The username must be unique, and the password must contain a minimum of 8 characters and at least one uppercase letter, one lowercase letter, one number, and one special character. Click Create to finish. 

 

System Manager Permissions & Titles

There are three different user types for System Managers within Greenius, each with different levels of permission in the system. Follow this guide to better understand the admin permissions of each type of System Manager, and how to customize your System Manager titles. 

 

Top Admin: A Top Admin can see and do everything in the program (make changes to account settings, deactivate employees, edit Divisions and Mandates, see training records for all staff, etc.) Essentially, this level has full access to the system. This level can also access your billing information for the company, if you have this option switched on. 

 

Regional Manager: Used for companies that have multiple regions and then multiple branches in each region - the regional manager would be able to see training data and make changes for ONLY the locations that they're assigned to.  Example: You're a regional manager and can see/do everything in Branches A & B... but not at my location which is Branch C (It helps to keep the dashboards and data sets clean for high level managers - especially when hundreds of employees are involved. A Regional Manager is essentially a "Top Admin" for their region

Crew Leader: Works at a particular branch and has a certain set employees assigned to them - which is reflected on their Dashboard.  They can only see/have access to those particular employees who are assigned to them. (You assign employees to a manager when you add them to Greenius)

This permission level is best used for in-field crew leaders/team leaders/foremen that are going to use the mobile app to complete in-field Checklists & Tailgate Talks with their crews. Keep in mind - you can be a Top Admin at a branch.  

 

Step 1: To customize the administrative titles of your user types, simply log in to Greenius and click Settings and then click on Details.

 

Step 2: From here, Click on Set System Titles. Enter in the desired labels for your various access levels, and click on Save to complete. 

Enter your custom user titles for each user type and click Save Changes.