• Work with Users
  • Add Users to Teams
  • Change User's Manager
  • Email a User
  • Manage User Options
  • Map a User
  • Reassign User Records

Change Manager

1. On the top navigation bar click on the Vertafore logo and select the Settings tile.
2. On the top navigation bar click on Settings and then choose Security.
3. Click on Users. A list of all enabled users appears.
4. Click on user you want to add to change manger. The user record appears.
5. On the command bar click Change Manager.
6. Enter new manager or click the Look-up button. Select the manager.
7. Click OK.