Company/Branch Managers

The Company and Branch Manager designations are intended to allow a print buyer access to manage their company's Contacts and Orders, as well as create reports based on Orders submitted by their employees under the respective Company/Branch in which the Manager has said designation.

NOTE: Giving a contact the designation of Company or Branch Manager does allow the contact to approve Orders submitted by their employees. However, the contact is not notified that the Order needs to be approved. In order to receive the email notification of an Order waiting for approval, you will need to make that contact the "Approver" of any Order submitted by employees under their respective Company/Branch.

To set an "Approver" for all Orders for an employee under a Company or Branch on your website, please reference this Knowledge Base article: /en_US/920

Sections covered:

• Designating a Contact as a Company or Branch Manager
• Creating Manager Reports
• Managing Your Company/Branch

Designating a Contact as a Company or Branch Manager

You can set a Company or Branch Manager by 'edit'ing the contact account in the Accounts->Customers section:

Editing a Contact

and clicking on the "Admin" tab:

Contact Admin Tab Settings

Here you will see a Company and a Branch Manager drop down (if a Branch exists within the Company).

Select which designation you would like this respective Contact to be and click the "Save" button at the bottom-right when done:

Giving a contact a Company/Branch Manager designation

Then you will see the "C" (for Company Manager) or "B" (for Branch Manager) appear next to the contact in your Customer List view:

Company Manager Designation

Now, this contact will either have Company or Branch Manager access to the reports section in their Account Summary view.

Creating Manager Reports

To access the Manager reports (where you can pull a list of all Orders submitted by your employees) as a printer with Administrative rights to your website:

Login (View As) the Company/Branch Manager Contact using the eyeglasses next to their contact name, and view their Account Summary Page:

Viewing the website as a contact

Click on the Settings tab in the Account Summary Page:

Account Summary Page

Here you will see a new Manager option: "Manage Company" or "Manage Branch":

Company/Branch Manager View

Click on the "Manage Company" (or Branch) to open the Company Manager Tools view. Here you can see the options for managing the Company/Branch.

Company Manager Tool Tabs

Then click the Reports tab:

Creating Company/Branch Manager Reports

The Reports tab gives you the options defined below:

1. Filter Orders by Date Range
2. Filter Orders by Keyword (either All Order Info or just the Product Description)
3. Filter by Branch (if Company Manager) or by Contact
4. Apply the above filters to update the report
5. Workflow view window shows the results of the filters you added above
6. Output the report into either a CSV file or print out the report

Managing Your Company/Branch

In addition to the Reports option above, the Company/Branch Manager also has other management privileges for their Company. Once they have navigated from Account Summary->Settings tab->Manage Company, they will have 4 tabs at the top of the Company Manager Tools window:

Company Info: Here the Manager can edit the Company Name, Add/Remove Branches (if they are a Company Manager), and update Billing and Shipping Addresses for their employees to select from.

Company Info Tab in Company Manager Tools

Accounts: Under the Accounts tab, the Manager can Add/Remove Contacts, as well as send a unique URL for their Company to new employees needing to create an Account on your website. This allows the new Contact to inherit all the settings of the Company (or Branch) when they create an account on your website.

Accounts Tab in Company Manager Tools

Workflow: This tab allows the Manager the ability to see the status of all Orders currently submitted to your printshop, those Orders needing attention, and those Orders marked Completed.

Workflow tabs in Company Manager Tools

'Action Needed' Workflow tab

'Work in Progress' Workflow Tab

'Completed' Workflow Tab