Add a Manager (and a User Group)

The article, "Add a Manager (and a User Group" is available for download below.

For assistance, contact RegWerks Support at 888-847-9470 or [e-mail].

Manager Access grants permission to log into the system with limited access. Managers are only able to view and manipulate the Class(es) to which they are assigned. As the Manager of the unique Class, an individual is granted visibility to a variety of Class-specific information including registration data, pricing, participant names, and payment information. 

Step 1: Adding a User Group 

A User Group grants or restricts permissions for multiple Managers, as well as limits viewing privileges.     

1. Under the Setup Menu, go to User.  
2. Click the Add Record button in the upper left corner. 
3. Switch the User Type to Group and give the Group a name. 
4. Edit permissions as needed, then Save when finished.

Step 2: Adding a Manager 

Once a User Group is created, add one or more Managers to the system and assign them to the new User Group. 

1. Go to Manager under the Main Menu. 
2. Click the Add Record button in the upper left corner.
3. The NEW Manager window will open. 

• • Enter the Manager’s name and email. 
  • Go to the Permissions tab. 
  • Check Enable Manager Access. 
  • Assign to the appropriate User Group. 
  • Create a Password for the Manager, then Save. When logging into RegWerks, a Manager’s User Name is the Manager’s email address.  
•  

Step 3: Assign the Manager to the Class 

When assigning the Manager to a Class, first navigate to the individual Class. Select the person’s name from the Manager drop down menu, then click Save.