How do I add a Team Manager?

Overview

Maintain the appropriate balance of collaboration and control with seamless account management for your team. Oyster’s global employment platform provides various role levels to securely manage access for all your users. 

A Team Manager role can approve their Team Member’s time off request and expenses. Learn how to add a Manager user to a Team Member’s profile below. 

Prerequisites 

Before you get started, the following must be true:

• You have Admin access to your organization’s account.
• You are logged in to the Oyster Platform with your admin credentials.

Steps to grant Team Manager access

To add the Team Manager role to a new user, follow these steps:

1. Head to Company from the left menu and select the Access level tab.
2. Click Add role to user or new user.
3. Choose the New User option.
4. Input your new user’s information, such as their name and email address, then select Team Manager from the drop-down menu.
5. Click Continue to add the new user to your account. Your new user recipient will receive an email invitation to join your account as a Team Manager.
6. Once you've added the new Team Manager to your account, make sure you follow the steps to assign the Team Manager to their Team Member. 

To update access for an existing user, follow these steps:

1. Head to Company from the left menu and select the Access level tab.
2. Remove the existing user you would like to by clicking Actions > Delete.
3. Click Add role to user or new user.
4. Choose the Existing User option.
5. Search for the existing user by their name or e-mail address. Select a Role option from the drop down menu.
6. Click Continue to add the role to the existing user on your account. Your existing user recipient will receive an email invitation.
7.  Once you've assigned the new Team Manager to your account, make sure you follow the steps to assign the Team Manager to their Team Member. 

Disclaimer from our Legal team: It's important to know that the Team Manager role is associated with being a manager on Oyster's global employment platform. In accordance with the Oyster Terms, this does not mean you are the manager of the Oyster Team Member. While you may have management oversight of a Team Member to ensure the services rendered meet your needs, we handle all employment related management matters either directly or through an Oyster partner. Please bear in mind that Team Manager level access to the platform is not reflective of your employment responsibilities with respect to an Oyster Team Member.