How to Set Up a Group Manager

This guide explains how to set up a manager for a group of employees.

Steps

1. Create a group and set a manager: go to Groups -> "Create new group".

2. If you want the manager to be able to view all the reports of employees in their group, set the group type to Security.
3. Add the manager and the employees to the group. If you don't add the manager to the employees field, they will not be able to see their own reports - only their employees' reports.
4. On the group manager's user profile, change their permission role to Group Manager.