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Manager in User Profile

Manager in User Profile

The manager role in an online application plays a crucial part in ensuring smooth operations, efficient oversight, and proper delegation of responsibilities within the system. This role typically has more access and control than regular users but less authority than administrators, striking a balance between supervision and hands-on management. In CodelessONE, the manager role is implemented using the Manager property of the User Profile Object. Initially the User Profile object does not have a manager property, as shown below. 

User Profile without manager

This article deals with how to create the manager in user profile and briefly elaborates its uses.

While in the App Model, click on the User Profile object in the list.

Click on User Profile

Step 2: Add the User Profile property

Click the New Property button.

Click New Property button

Name the property as Manager, set its type to User Identity, and click the Create button. 

Create manager property

The Manager property is created. Using this property we can declare one of our app user as a manager of another app user. When this is done we can implement that managerial status to implement data access and use it in the approval workflow as well.

Manager property created

By default, the Manager property is not shown in the User Profile table. Using the Inline App Editor, we are going to make sure that this property gets displayed in the table.

Step 3: Make the Manager property visible

Click the App Settings icon Settings Icon and then click the On button, to enable the App Inline Edit mode.

Click the table edit icon.

Click Edit Icon

Click the Properties link.

Click Properties label

Click the Select Properties button.

Click Select Properties button.

Enable (select) the Manager checkbox and then click the Select button.

Enable Manager property button

Click the Update Page button.

Click Update Page button

The Manager property becomes visible in the table.

property visible

Step 4: Use Manager property in the User Profile records

The property that we have created is used to determine which user (among all the users of the selected app), serves as the manager of whom? In other words, it is used to tell who is the boss.

Let’s say that Uma Jenkins and Karen Ellis are both users of the current application. Uma is the manager while Karen is her subordinate.

To set Uma as Karen’s manager, click the Ellipsis button next to Karen’s record and choose the Edit option.

Select Edit option.

Select Uma Jenkins from the Manager’s drop-down control.

Select Uma

Click the Save button.

Click Save button

Uma becomes Karen’s manager, in the eyes of the application. We can create other managers as well using the same process.

Uma becomes manager

Uses of the Manager property

The Manager property, once created and configured using the relevant data, can be used while creating data access policies in Groups and Data Access.

Manager in data access

The Manager property also plays an important role in the Approval Workflow, as the workflow is approved or rejected by the person acting as a manager, as per the property of User Profile.

Manager in Approval Worfklow