What is a Delegate Manager?
Delegate managers are a special type of delegate who can add and manage other delegates within their organisation. This is useful for office administrators or other managers who which to book multiple members of their staff on courses and keep track of their progress.
A delegate must already be registered on the system and request that you
upgrade them to be a delegate manager.
Assigning a Delegate Manager
To upgrade a delegate to a delegate manager you simply need to find and edit their record under Delegates and amend tick and edit their record:
Once you have upgraded a delegate to a delegate manager the following icon will appear next to their name in the delegate list:
Once you have upgraded a delegate to a manager you need to manually contact them to let them know they have these special privileges.
Assigning Delegates to a manager
It may be the case that there are several delegates already registered on the system that you would like to link to a delegate manager. When you link a delegate to a manager the manager will have access to them when they log in.
- Click on the delegate manager icon against their name.
- This will bring up a list of that manager's delegates:
- To add a delegate
- Search for them in the search for
- Click the LINK to link the candidate.
- This will add that delegate to the manager, and they will appear in the list:
Remove the link between a delegate and a manager
- Click the unlink icon next to the delegates name to remove the relationship:
- When a delegate is linked to a manager an icon will appear next to them in the main list of delegates:
- This notifies you immediately that this delegate is linked to a manager. Clicking on the icon will load up their manager's list of assigned delegates (which they will be part of).
Still, looking for further information?
Email us at support@phew.org.uk and we will be able to give further clarification on any questions.