How to define User - Manager relations


In order to define user manager relations inside LMS, you will need to assign the role of ‘Sales Manager’ to the teamlead(s) that should see the process and results of the users. 
The Sales Managers will be able to follow-up all users that are assigned to the same user group(s) as they are.  

To do so, open the Portfolio Manager and go to ‘Users’ where you can open the settings of this relevant colleague.

Activate the checkbox for the role of ‘Sales Manager’.

When the teamlead has received the needed ‘Sales Manager’-role, make sure to assign the colleagues to the correct user groups so that they see the needed content in LMS but also that the correct users are displayed in the Manager dashboards of the teamlead.


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