Assign a People Manager Role

Reviewing the template is essential if you use custom branding, company-specific banners, a modified email layout, customized wording, or different communication standards.

Result: The Manager Email template reflects your branding and communication standards and is ready for managers to receive.

Use this method for a single manager. It is appropriate for pilot programs, executive previews, controlled rollouts, selected departments, or a limited number of people managers.

Result: The user gains access through two entry points:

Assign Manager access to multiple users at once from Settings → User Access → People Manager → Users → Configure.

From here, choose one of two rollout models.

Option A - Automatic assignment for all managers

Use this when you have completed rollout planning and want the Manager Dashboard to be standard for all people managers.

Note: Newly synchronized managers may not receive the role immediately. Automatic assignment can take up to 24 hours after the manager relationship is received through CSV, Active Directory, or SCIM. Current managers receive the role immediately when you enable the configuration.

Option B - Assignment to selected managers

Use this when you do not want to enable the dashboard for every manager. It is appropriate for pilot groups, selected business units, regional rollouts, executive previews, or when you need internal approval before broader deployment.

Result: Only the validated employees you selected receive Manager access.

As an administrator, you can view the platform exactly as a chosen manager sees it. This is useful for validating hierarchy data and confirming what a manager will see.

Result: You see the Manager Dashboard as that specific manager, including their reporting hierarchy.

Managers authenticate through the existing employee experience. After signing in, managers with the appropriate role see the Switch to Manager Dashboard option in the upper-right area of the employee portal.

Managers can authenticate using any supported method, including:

Managers can also open the dashboard directly using the Log in to Manager Portal button included in relevant manager communications.

Confirm the Manager Dashboard is set up correctly:

1. A newly added manager does not have access yet.

Automatic assignment can take up to 24 hours after the manager relationship is received through CSV, Active Directory, or SCIM. Current managers receive the role immediately when the configuration is enabled. For immediate access to a specific person, assign the Manager role directly (Option 2) or use selected-manager assignment (Option 2, Option B).

2. A manager does not see the Switch to Manager Dashboard option.

3. Managers received emails with incorrect branding or layout.

The Manager Email template was not reviewed or updated before rollout. Update it at Company Management → Notification Templates → Manager Email — People Manager Role, then save and validate it.

4. A manager sees the wrong reports or an incomplete hierarchy.

Verify the reporting hierarchy data from your directory source (CSV, Active Directory, or SCIM). Use My Team → View Dashboard As to inspect exactly what that manager sees.

5. Managers can or cannot see phishing information unexpectedly.

Phishing information in the Manager Dashboard is enabled or disabled from the administration console. Check that configuration to match your intended visibility.

1. What is the Manager Dashboard?

The Manager Dashboard is a dedicated experience that lets managers review the training and phishing performance of their direct and indirect reports. It helps managers understand where their teams may need additional follow-up or support.

2. What information can managers see?

Managers can review supported information for employees in their reporting hierarchy, including:

The exact information shown may depend on your configuration.

3. Can managers see employees outside their reporting hierarchy?

No. Managers are limited to the employees in their direct and indirect reporting structure. They do not receive organization-wide access unless they hold another administrative role that provides it.

4. Can we prevent managers from seeing phishing results?

Yes. Phishing information in the Manager Dashboard can be enabled or disabled from the administration console. This lets you align the dashboard with your privacy, governance, and internal communication requirements.

5. Can we enable the Manager Dashboard for only a few managers?

Yes. You can assign the Manager role to selected users. This is the recommended approach for pilot programs, selected departments, regional rollouts, executive previews, and controlled adoption.

6. Can we enable the Manager Dashboard for all managers?

Yes. You can enable automatic Manager-role assignment for all current and future managers. Existing managers receive the role immediately. Future managers received through CSV, Active Directory, or SCIM are assigned the role through the scheduled synchronization process.

7. How quickly will future managers receive access?

Future managers imported through CSV, Active Directory, or SCIM are assigned the Manager role through a synchronization process that runs once every 24 hours. Access may therefore take up to 24 hours after the manager relationship is added or updated.

8. How does the system identify who is a manager?

Manager relationships are based on the organizational hierarchy data in your account. This hierarchy may be provided through SCIM, Active Directory, CSV imports, or other supported user-provisioning methods. Validate manager relationships before enabling broad access.

9. What happens if the manager hierarchy is incorrect?

The Manager Dashboard reflects the reporting relationships available in the system. If the hierarchy is incorrect, update the source data or user records before enabling the dashboard. Validate your reporting structure during the rollout process.

10. How do managers access the dashboard?

Managers sign in through the existing employee experience. After signing in, users with the Manager role see a Switch to Manager Dashboard option in the upper-right area of the employee portal. They may also receive a Log in to Manager Portal button in supported manager communications.

11. Why are managers not taken directly to the Manager Dashboard after login?

In the current version, managers retain access to the employee portal and continue using the authentication experience they already know, then switch to the Manager Dashboard. This approach reduces disruption during the initial rollout. A more direct manager login experience may be introduced in a future release.

12. Can managers still access their own employee training?

Yes. Managers retain the Employee role and can continue using the employee portal. They can switch between the employee experience and the Manager Dashboard when required.

13. What authentication methods can managers use?

Managers can use supported authentication methods, including:

Available methods depend on your authentication configuration.

14. Do we need to update any email templates before enabling the dashboard?

Yes. Review the Manager Email - People Manager Role template before enabling Manager Dashboard access. Update it when you use custom branding, company-specific banners, a customized layout, modified communication language, or different authentication or support instructions.

15. What happens if we enable the Manager Dashboard without updating the email template?

Managers may receive communications that do not match your current branding, layout, or messaging standards. For this reason, review the email template before assigning the role broadly.

16. Can we see which employees currently have the Manager role?

Yes. Go to Settings → User Access → People Manager → Users.

17. Can we review what the Manager role is allowed to do?

Yes. Go to Settings → User Access → People Manager → Permissions.

18. Will managers receive access automatically because they are listed as managers in Active Directory or SCIM?

Only when automatic Manager-role assignment has been enabled. If you are using a controlled rollout, managers will not receive access unless they are specifically selected or assigned the Manager role.

19. Can we disable automatic manager assignment later?

Yes. You can change the Manager-role configuration. Before changing the setting, review whether existing managers should retain or lose their assigned role.

20. Can a manager export employee data?

Export permissions depend on the permissions currently assigned to the Manager role. Review the Manager permissions page before rollout and confirm that the available actions meet your governance requirements.

21. Is the Manager Dashboard suitable for executive users?

Yes. The dashboard is functional and available for manager use, including executive users.

22. What will happen to the manager reminder emails?

The manager reminder emails will continue to go out as they currently do. However, employees with a people manager role will include a link to The Manager Dashboard.

23. Why might the Manager Dashboard not be enabled for a specific customer immediately?

Enablement may depend on manager-hierarchy accuracy, email-template readiness, authentication configuration, existing reminder workflows, customer approval, privacy or governance requirements, and completion of a controlled pilot. Confirm these requirements before enabling the feature broadly.