Managers Report

Ryan Strayhorn shared this question 3 years ago
Answered

How do you setup the managers reports? I looked in the email category but couldn't seem to figure that out.

Comments (2)

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First, the position the worker is assigned to has to be flagged as "reporter: yes" (often this is the "driver" position because they typically those would be the ones with the most responsibility involved).


Also, the individual worker also needs the user permission "Worker Site Manager Survey" set to "full access."

At this point they will see "surveys" as a menu option in InflatableOffice.com/workers but the auto email you'll want to turn on is called "Worker - Manager Report" (it looks like using the drop down at the top of email center is only showing active emails if you select "workers" from it).

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Thank you