How to Add or Modify Managers on StudentDPA for Vendors
For vendors on StudentDPA, ensuring that your management team is accurately reflected and that each member has the appropriate roles is essential for smooth operation. Whether you need to add a new manager, update existing details, or adjust roles, the process is straightforward. Here’s how you can manage your team effectively:
Accessing Manager Settings
Step 1: Log In to StudentDPA
Navigate to app.studentdpa.com and enter your credentials to access your vendor dashboard.
Step 2: Go to Managers Section
Click on 'Vendors' in the left-hand navigation menu, then select 'Managers'. This will take you to the section where you can view, add, or modify manager details.
Removing a Manager
Remove Existing Manager: To remove a manager, simply click the 'X' next to the manager's details. Confirm the removal when prompted.
Modifying Existing Managers
Update Details: For any existing manager, you can change their title and adjust their roles directly in this section.
- Manage: Assigning this role allows the manager to edit vendor details, app information, contact info, and manage other managers.
- Email Signed Contracts: This role enables the manager to receive emails with signed contracts attached, keeping them informed of completed agreements.
Adding a New Manager
Step 1: Add Manager
Click the 'Add Manager' button. A form will appear for you to fill in the new manager's details.
Step 2: Enter Manager Information
Provide the First Name, Last Name, Email, and Title for the new manager. Make sure the email address is accurate as it will be used for account access and communication.
Step 3: Assign Roles
Select either or both of the available roles ('Manage' and 'Email Signed Contracts') based on what responsibilities the new manager should have.
Step 4: Save Changes
After entering the details and assigning the appropriate roles, click 'Save Changes' to update the system. A confirmation will indicate that the new manager has been successfully added or the existing manager's details have been updated.
Best Practices for Managing Team Access
- Regular Reviews: Periodically review the list of managers and their roles to ensure it aligns with your current organizational structure and operational needs.
- Clear Role Definitions: Make sure each manager understands their responsibilities, especially regarding the management of sensitive data and contract details.
- Secure Information Handling: Remind your team of the importance of secure login practices and the confidentiality of the information accessed through StudentDPA.
By following these steps, vendors can efficiently manage their team's access on StudentDPA, ensuring that everyone has the appropriate level of access to perform their roles effectively while maintaining the security and integrity of vendor and app information.