How do I promote a team member to manager?

How do I promote a team member to manager?

Promoting a worker to manager is a way to delegate authority and responsibility. A manager can manage every aspect of a project - inviting team members, creating tasks, and running reports. You can promote a team member to a Manager role for all projects or for a specific project.

Only an Admin/Account Owner can promote a team member to manager.   

  1. Log into HiveDesk web application as account owner/admin.
  2. Navigate to the team members page by clicking Team > Active in the left navigation menu.
  3. Click the three dots in the card of the person you want to promote. Click on Promote Team Member from the list of options. 

  1. You will see the Promote to Manager dialog box.
  2. Select Basic or Basic depending on what permissions you want to give the person.


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