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Setting the Site Manager for filtering of My Portfolio
Setting the Site Manager for filtering of My Portfolio

Enable Super Admins the option to assign Admins as Site Managers to enable filtering of the My Portfolio view by their sites

Updated over a week ago

The Site manager feature allows Super Admins to assign one Admin as the Site Manager. This allows that Admin to see a more condensed version of the My Portfolio view allowing them to focus on their sites while still giving them access to all sites.

Set Primary Site Manager


To set a Primary Site Manager for a Site login to the Company Dashboard and go to Manage > Site > Click the 3 dots > Click Set Manager

Then select an admin and click Set as Manager

Setting the Site Manager in bulk


You can also set the manager of multiple sites at once. To do this:

  1. Select the checkboxes against the sites you wish to set the manager for

  2. Once all the sites are selected, click the Set Manager button from the bulk actions dropdown

  3. Select the manager from the list of admins

Note: Performing the bulk action will override any existing site manager on the selected sites.

View Site Manager Portfolio


Once Primary site managers have been set they can login to the Admin portal and click My Portfolio then Select the Manager you wish to filter to to view the list of sites they are the primary site manager for.

To see all the sites you have access to, ensure no manager is selected and you will see all the sites.

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