Add Manager

Add Manager

Note: Requires admin privileges to implement. Please contact your Landport Administrator.  If you ARE your organization's Landport administrator and want to request Company Profile privileges for yourself or a co-worker, please submit a Support ticket.

You may not need to add a Manager account if the new person is replacing a previous Landport Manager and will be responsible for the same locations.  We suggest simply updating the previous Manager's account with the new person's contact information (Follow steps 1-4, below, except in step 2 you'll be looking for the previous Manager's name).  This will save you from needing to update all the locations managed with the new site manager.  Also, you or the new manager may change the account password for security.

To add a Manager (e.g. Property, Site, Facility Manager or their back-up):
  1. From the Dashboard, tap Company Profile.
  2. Under "Co-workers", tap Co-worker List.  A list of Manager accounts, sorted by last name, will appear.  Check for extra accounts built by Landport (last name will often be "zz - extra account ##").
  3. If you find an extra account, tap the "edit" button in the last column.  (If you don't find an extra account, proceed to step 5, to build a new Manager account.)
  4. Enter the Manager's information and tap the update button.  Proceed to step 12.
  5. Tap Company Profile.
  6. Under "User Account Setup", tap Register user.
  7. Tap the fourth "Code" (see 3rd column, "User Type", for definitions).
  8. Tap "OK" to proceed with registration of the new user.
  9. Complete the user registration form, making note of the user name and password, and tap the update button.
  10. On the contact methods page, we suggest leaving the email settings as is for now (if you entered an email on the registration page), and tapping the update button.
  11. You are in the new account!  Be sure to give the new Manager a Quick Start Guide.  Tap here to view.
  12. Either you or the new Manager will want to adjust the Servicers they will see when dispatching.  This is done from within the new account.  Tap here for "Adjust Servicer List..." instructions.
  13. If necessary, log back into your account to act upon the following scenarios:
    • The new Manager needs to see and act on another Manager's requests (or vice versa).  Tap here for instructions on implementing "Manager Account Sharing".
    • The new Manager needs certain admin privileges (e.g. Reporting or updating Requestors/Servicers).  Please submit a Support ticket.
    • The new Manager will be the first point of contact (site manager) for requests on a location which has yet to built in Landport.  If you plan to build the location(s), tap here for "Add Location" instructions.  If you prefer that Landport build the location(s), please submit a Support ticket.
    • The new Manager will be taking over a portion of another Landport Manager's portfolio, and you need to update him/her as the new first point of contact (site manager) for those location's requests.  Tap here for "Edit Location" instructions, focusing on the "Site manager" section.


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