Group Admins can assign Managers within their group to review and approve work submitted before the payment goes through.
In order to guarantee that there will always be at least one manager with the right to approve items in a group, managers with the Admin role always have the right to approve items by default.
To learn more information regarding the permissions that the specific group manager roles, please see: What Are The Different Roles For Group Managers In Deel?
Assigning a Group Manager
✅ Step 1 – Assign manager
Select the Organization Settings icon and click View on the Groups card.
On the Groups page, click on the 3 dots by any group and select Assign Manager from the list of actions.
✅ Step 2 – Select managers
Click Assign Role to assign a group manager role to the workers.
Clients can toggle the option to apply the same role for all managers they have selected, or can assign roles individually.
✅ Step 4 – Assign manager role
Select the manager role and then click Assign.
Please also see: What Are The Different Roles For Group Managers In Deel?
✅ Step 5 – Add additional permissions
Clients can add additional permissions for the manager, depending on their manager role:
- Approve items
- Adjust payment items
The Viewer (non-sensitive data) manager role can not be granted permission to approve or adjust.
Viewer (sensitive data) can be added as an approver only.
Click Confirm, then click Assign Manager.
How to Add a Group Manager
If a manager is already a part of the group and clients want to add them as an Approver, they can do this by clicking on the pencil icon.
The Viewer (non-sensitive data) manager role can not be granted permission to approve or adjust.
Viewer (sensitive data) can be added as an approver only.
Add or remove additional permissions for the manager, then click Update.
If clients want to change the Group Manager role entirely, click Change.
They can also remove the selected manager from the group by clicking Remove Access.