Follow a few simple steps to add/edit/delete manager profiles
Digital Wallet > Left-Hand Menu > Managers
1. Follow the workflow mentioned above to land on the Managers screen.
2. To create a manager profile, click the Add Manager button from the bottom of the Managers grid or from the Create Manager tile.
3. This opens the Add Manager popup for the details of the manager to be recorded. Here, enter the full name of the manager in the Full Name field.
4. Enter the email address of the manager in the Email field.
5. Use the Contact Number field to enter the contact number.
6. Create a password for the manager profile using the Password field.
7. For confirmation, re-enter the created password in the Repeat Password field.
8. Select the location for the manager profile using the Location dropdown. All created locations populate in this dropdown.
9. Record any additional instructions in the Notes field.
10. In case you do not want to send access invitation to the manager via email, disable the Send access to email toggle.
11. Once the details are recorded, click the
button. This creates the manager profile and displays it in the Managers grid.
Edit Manager
1. Upon landing on the Managers grid, click the pencil icon located at the end of the row for the manager whose profile you want to edit.
2. This opens the Edit Manager popup. Here, all the fields holding information are displayed in an editable view.
3. Once you have made the required changes, click the Save button. This saves the changes you made and closes the Edit Manager popup.
Delete Manager
1. Upon landing on the Managers grid, click the username of the manager whose profile you want to delete.
2. This takes you to the profile details screen. Here, navigate to the Information section.
3. From the bottom of this section, click the Delete button.
4. This opens the Delete Manager popup for you to confirm the delete action. To confirm, click the Remove button.
