Update a Buyer's Manager

  • Updated

This article guides Super Admins or Local Group Administrators on how to view and change the assigned Manager for a Buyer in their Local Group. The Manager is the Buyer's primary contact for issues and approves certain requests.

Prerequisites

  • You must have the Super Admin or Local Group Administrator role.

  • The Buyer must be registered to a Local Group that you manage (Local Group Administrator) or accessible by you (Super Admin).

Steps

Follow these steps to view and update a Buyer's Manager:

  1. Navigate to the Admin Tools menu and select Local Groups and Users.
    image.png

  2. Find the Local Group the Buyer is registered to and click on the blue numbered button under the BUYERS column to view the list of Buyers in that group.

    • Result: The current Manager for each Buyer is listed under the MANAGED BY column. 3. To change the Manager, click on the blue arrow icon to the right of the desired Buyer and select Allocate this user to a new administrator option.

    • Result: A list of eligible Administrators/Managers (Super Admin, Local Group Administrator, and Local Group Managers) appears.

  3. Select the new Manager from the list and then click on the Allocate button.

  4. Click the OK button on the warning message that appears.

Results / Validation

The MANAGED BY column for the selected Buyer will now display the name of the newly allocated Manager.

What's Next / Related

Limits & Notes

  • By default, the Administrator/Manager who sends the registration invitation is set as the Buyer's Manager.

  • Local Group Managers can view who the Buyer's Manager is in the list of Buyers, but cannot update this setting.