Update a user to a manager and assign a direct report

PASS includes a manager role that can be added to a PromisePoint user in PASS by a PASS administrator with the User admin role.

The manager role can provide a variety of tasks:

  • Access the user list and manage user assignments (the site's PromisePoint must be set up for this)
  • Enroll students to the roster for a class session
  • Have direct reports assigned to their user profile:
    • Be notified of their assignments through the email notification if it's enabled
    • Be included in messages that are sent to a user assigned to them as a direct report

This article describes how to update a user to a manager, and how to then assign direct reports to their user profile by following these quick steps:

Update the user to a manager

  • Log into PASS.
  • Click PromisePoint user list under the PromisePoint User Management section.
  • Search for the user by entering the search parameters; then click Search.
  • Click the Pencil icon to the left of user’s name.
  • Click Edit Profile.
  • Check the box Manager.
  • Then, check the box for User administration access.
  • Click Save Changes.

Assign users as direct reports to the manager

  • Now an option, Direct Reports appears. 
  • Click on Direct Reports
  • Search for the name to add to the PromisePoint user as a direct report by keying in the name.
  • Select the user. 

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