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Assign a manager to a location

In this article, we explain how to assign a manager to a location.

Donna Parker avatar
Written by Donna Parker
Updated over 3 weeks ago

A manager must be assigned to each location to ensure the home visit report runs successfully. Without a manager assigned, the report will show an error. This guide explains how to assign a manager to fix this issue.

πŸ“ŒNote: You'll need access to Location management to add a manager to a location. If you don't have this access, please contact your administrator to discuss your permissions.

  1. From the left menu, click Admin.

  2. Under Company, click Location Management.

  3. Click the edit icon next to the location.

  4. Under Home, click the drop-down box and select Home Manager.

  5. Select the employee.

  6. Click Save.

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