Getting Started for Managers

Prerequisites

Before diving into manager-specific features, make sure you're familiar with the basics:

• User Interface → Learn about the main interface, navigation, and layout
• Help Tab → Access help resources and support
• User Menu Bar → Manage your profile and settings

These interface elements work the same for all roles, so refer to the Basic User Guide for detailed information.

• Workflow Access - The Administrator will grant you access to the appropriate workflows. Once access is granted, the Workflows menu will list all workflows that you can manage.