Managing Team Members

Along with separating your teams into departments, you can also limit access to team members by using permission groups. There are 3 Permission Levels in Manifestly - admin user limited Admin People with this permission have the ability to do everything in the departments they are in. User Can view workflows (within the departments they've [...]

Departments can provide benefits in several situations You have multiple departments in your company and want the activity in them to be private from other departments You have multiple locations and want to keep them separate in order to help your team focus on their location You want to have private checklists, that only you [...]

This role can only see the specific checklist runs they have been invited to. They cannot see anything else in your account. The 'Limited' user role is often used for people external to your organization such as clients, contractors and virtual assistants. What do they have access to? Limited users can only see the specific [...]

Yes, we have a specific user role for virtual assistants. In Manifestly, the three user permissions groups are admin, user, and limited. You will want to choose the limited role for your virtual assistants. Limited users can only see the checklists you have invited them into. You can track their status and be updated if the [...]

When adding people to your Manifestly account, our system will send the new users a welcome email (or Slack message if you use Slack), You can customize the content of this message with your own message. It will look something like this: You can set this message while adding someone to your account: Or on [...]

There are 4 steps for enabling SSO with Okta Create the Okta application Provide the IDP details in the Manifestly...

There are 5 steps for enabling SSO with Azure Active Directory Prerequisites 1) Create a new enterprise app on your...

In Manifestly you can create a signup page for each department in your account. Publish this URL in your intranet...

If you need to change a number of assigned steps from one person to another, you can easily do that....

Import and update your team from a spreadsheet of users.