Effectively managing departments within MoreThanDigital Insights requires the involvement of key personnel—specifically, managers. Managers play a critical role in the platform, as they are empowered with comprehensive access and capabilities within their assigned departments. This help article guides you through the process of adding managers to departments, ensuring a smooth and effective assessment process.
The Role of Managers
Managers on MoreThanDigital Insights have a suite of privileges that enable them to:
Access all data and reports related to their department.
Generate specific reports for deeper insights.
Initiate surveys to gather feedback and insights from their team.
Invite additional roles, such as consultants or accountants/controllers, to contribute to specific modules.
Step-by-Step Guide to Adding Managers
Preparing to Add Managers
Create a List: Start by compiling a list of all managers and the departments they oversee. This ensures you have a clear overview of who needs to be invited and to which department they belong.
Inviting Managers
Navigate to 'Invite People': Within the "Company" tab or under the "Extended" section of the overview page, find and click on the "Invite People" button. This action triggers a pop-up window designed for inviting new users.
Select Departments: In the pop-up, you will see options to choose the departments you want to assign to the manager(s). This step is crucial for ensuring managers have access to the appropriate areas within the platform.
Assign the Manager Role: After selecting the departments, specify the role as "manager" to grant the correct level of access and responsibilities.
Enter Email Addresses: Input the email address of the individual(s) you are inviting. You can add multiple email addresses if more than one manager is responsible for a department.
Important Considerations
Be Selective: Only invite individuals who are currently in managerial positions and responsible for the relevant departments. Knowing who you invite is critical for maintaining the integrity and security of your company's data.
Access Revocation: In the event a manager leaves the company or changes roles, it is essential to revoke their access promptly. This can be done through the "Company Profile" section, where you can manage and update members' access rights.
The Impact of Managers on Insights
Managers are vital to distributing tasks and focusing efforts on the most critical areas within their departments. Through their engagement with financial and maturity benchmarking, managers can drive optimizations and make informed decisions to enhance departmental performance. By carefully selecting and empowering managers on MoreThanDigital Insights, you lay the foundation for a more informed, responsive, and effective organizational structure.
Ensuring that managers are correctly added and their roles are clearly defined on MoreThanDigital Insights is a key step towards leveraging the full potential of the platform for your company's benefit.