Edit an Employee's Supervisor

To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to edit a supervisor from the Active Tab.

You can also update multiple users’ access levels via the Import Tab on the Accounts Page. When doing so, make sure to separate each access level with a semicolon. WIKI LINK: HOW TO BULK IMPORT ACCOUNT INFORMATION

Using the Quick Edit Supervisor Link

To add a supervisor for an employee using the Quick Edit Supervisor Link, go to the Active Tab on the Accounts Page.

Click “Quick Edit Supervisor Links” opening the Set Supervised Users Modal.

Select the supervisor from the dropdown menu provided. KAStrack will then open a list of users to be listed under the selected supervisor in the organization’s hierarchal structure.

The checkbox on the first row allows for the selection of all employees listed. You can also click the appropriate checkboxes individually.

Select the “Save Changes” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.

By Editing a User's Account Information

To edit a user’s supervisors by editing a user’s account information, go to the Active Tab of the Accounts Page. Select the three dots (…) icon in the Name column opening the context menu for the specific user, and select “Edit Account Info”.

Click “Add/Edit Supervisor(s)” in the Supervisor(s) Field opening the Choose Supervisor Modal.

The Choose Supervisor(s) Modal will display the two-column drag-and-drop tool.

There are two columns: Selected Supervisor(s) (what has been assigned to the user) and Available Supervisor(s) (what can still be assigned). Drag and drop the designations as desired, or click an item to move it from its current column to the other.

Select the “Save Supervisor(s)” button at the bottom of the modal to save the changes or click “Cancel” to return to the Edit Account Info Page.

From the Active Accounts Table

Editing a supervisor from the active accounts table is only possible if the Supervisor column shows on the Active Accounts Table, which included by default. If the column is not visible, it can be added through the Site Settings Module.  WIKI LINK HOW TO: EDIT THE ACCOUNTS MODULE ACTIVE ACCOUNTS TABLE

To add a supervisor for an employee from the Active Accounts Table, go to the Active Tab on the Accounts Page.

Select the pencil icon to the right of the supervisor in the Supervisors Column. This opens the Select Supervisors Modal.

Select the checkboxes to the left of the desired supervisor(s). Then select the “Save Changes” button to save the changes within the system or click “Cancel” to return to the Active Tab on the Accounts Page.