Supervise Segment Managers

Manager can be termed as Store Manager, Branch Manager, Regional Manager, or any executive who is responsible for managing the activities of a specific segment in your organization. There can be multiple managers on a single segment or single manager on multiple segments.

Managers do not have permission to access the account. They can only view the Dashboard through Dashboard Portal URL.

Yes, multiple managers can be added to a Segment. This can be done via ‘Supervise Manager’ in Segments page or importing managers through ‘Managers’ tab.

• Click on Admin >> Segments >> Supervise Manager
• The pop up will show list of added managers. If no manager has been added, the pop up will be empty
• Enter the First Name, Last name and email address of the Manager
• Click on ‘Add’ to add the Manager

1. Adding/Importing Segment
2. Through Manager Tab - Manual Add and Excel Import

Managers can be edited through ‘Supervise Manager’ pop-up or through ‘Managers’ tab.

• Click on Admin >> Segments >> Supervise Manager
• The pop up will show list of added managers
• Click on ‘Edit’ link to edit the details of the manager

• Edit the details of manager and click ‘Save Changes’ or you can click ‘Back’ to go to the managers list

To delete a Manager, Go to Admin >> Managers, click on ‘More’ dropdown and select the delete option.

To give Manager access to the dashboard, you need to send them the dashboard portal URL along with password. This can be done as follows -

• Click on Admin >> Segments >> Supervise Manager
• The pop up will show list of added managers
• Click on ‘More’ drop down will show the option for ‘Email Password’ and ‘Reset Password’

• Click on ‘Email Password’. It will send the mail to manager consisting dashboard portal link and password

This feature/tools described here are available with the following license(s) :

Customer Experience (Annual)