Assign or Remove Manager(s) to User
Learn how to assign or remove managers for users in QuoteCloud. Managers can approve actions and documents on behalf of their team members, helping streamline workflows and maintain accountability.
Assign or Remove Manager(s) to User — FAQ
What is the "Assign or Remove Manager(s) to User" feature in QuoteCloud?
This feature allows you to assign one or more managers to a user. Managers can approve tasks or documents on their behalf, helping enforce approval workflows.
Why should I assign a manager to a user?
Assigning a manager speeds up approvals allowing managers to approve items for their team. It also helps maintain accountability by clearly designating who can approve actions and documents for others.
Does this feature apply to document approvals created with QuoteCloud's document tools?
Yes. When workflows involve document approvals, selecting “Managers of the Creator” as approvers means the assigned manager(s) must approve the document before it moves forward.