Adding or Removing a Supervisor

Purpose

Adding a supervisor to each user allows for the company to track who an employee reports to in the organization chart, but also provides for a dynamic setup of workflow processes within VisualVault. 

• Multiple supervisors can be assigned for workflow purposes.

A Supervisor can manage users who they supervise and also have the ability to manage groups. 

• Supervisors must access users via a user list as they do not have access to the Control Panel.
  • It is recommended to have a menu option leading the supervisor to the user list.
• Supervisors cannot delete users, only modify their settings. 
• Supervisors can add multiple supervisors if there are multiple people who should manage the group of employees or receive approval notifications when the Supervisor is selected in the Workflow sequences.
• Supervisors will have access to view all tabs on the User ID Card, including the user's task list.

Add a Supervisor

To add a supervisor:

1. Hover over the user information in the upper right-hand corner of the window and select Control Panel.
   
2. Select the Admin Tools Tab.
   
3. Select Users.  
   
4. Under the User ID column, select the user who should have a Supervisor assigned.  
   
5. Select the Supervisors tab.  
   
6. Use the Modify Supervisors button.  
   
7. In the window that appears, select the desired Supervisor(s) from the Available Users list and use the Add button to add to the Assigned Supervisors list.
   • If there are many users on the site, there is a search bar in the same window that can be used.  
     
8. When finished, use the Close button or the X in the window.  
   

Remove a Supervisor

A supervisor can be removed in two ways:

1. From the Modify Supervisors Window.
   • Can be competed by Administrators.
2. From the Supervisor List
   • Can be completed by Administrators or Supervisors

Method 1 - Modify Supervisors Window

To remove supervisors:

1. Hover over the user information in the upper right-hand corner of the window and select Control Panel.
   
2. Select the Admin Tools Tab.
   
3. Select Users.  
   
4. Under the User ID column, select the user who should have a Supervisor assigned.
   
5. Select the Supervisors tab.  
   
6. Use the Modify Supervisors button.  
   
7. In the window that appears, select the desired Supervisor(s) from the Assigned Supervisors list and use the Remove button to add back to the Available Users list.  
   
8. When finished, use the Close button or the X in the window.  
   

Method 2 - Supervisor List

To remove supervisors:

1. Hover over the user information in the upper right-hand corner of the window and select Control Panel.
   
2. Select the Admin Tools Tab.  
   
3. Select Users.  
   
4. Under the User ID column, select the user who should have a Supervisor assigned.  
   
5. Select the Supervisors tab.  
   
6. Use the checkbox next to the desired Supervisor(s) and then use the Remove button.
   
7. In the confirmation that appears, use the Ok button to complete removal.