Articles on: Admin & Manager

How to use the Manage section

Manage co-worker information

Need to make some changes to the team structures in your Hi5 company account, change an employee's email address or assign their Line Manager? You can do this and so much more on your Manage dashboard.

Important Note: The Manage section is only available on Desktop.

Step 1

After logging in, go to your Manage section under the My Company tab, or click here

Step 2: Filter employees' information

Use the drop-down filters at the top of the page to see employees per Department, Line Manageror Office. You can also search for co-workers by simply typing their name in the search bar under the Name dropdown button.

You can also click the Choose Columns dropdown button to select and see more columns like Role, Permissions or Status to see employees.

Step 3: View/Edit employees' information

You can view/edit the following (toggle columns on/off if you can't see all the columns): 

Permission: Access to information (Admin, Line Manager or Employee) explained here.
Name: Edit the employee's profile.
Line Manager: Select who the user's Line Manager is. Note: Line Managers can also have Line Managers assigned to them, effectively creating a delegation structure. Admins can also be Line Managers.
Department: Select from the list of Departments created here.
Role: Select from the list of Roles created here. For a step-by-step guide, see this help article.
Office: Select from the list of Offices created here.
Status View if the employee is Active or Inactive.
More Options: Explained in detail below.

Step 4: Edit a co-worker profile

Click on the green profile icon of a co-worker to edit their complete profile. A new modal will open.

👉 P.s. to see how to update their profile pic, see here for a step-by-step.

Once you're happy with the changes to their profile, scroll to the bottom of the modal and click Save Changes.

For more on getting started as an Admin, check out this help article.

Updated on: 29/08/2022

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