Managers

Open2b allows multiple managers to access the admin, each with their own email and password.

Each manager can have full access to the admin, which we will call administrator, or limited access, which we will call collaborator, to only certain sections, on specific days and times, and possibly only from a specific IP address.

Only administrators can add, edit, and delete collaborators.

Collaborators and administrators can change their admin access password whenever they want via the menu that opens by clicking their profile image, always shown at the top right of the admin.

Create a new manager

1. Go to the Settings section.
2. Go to the Managers subsection.
3. Click New Manager.
4. Fill in the Name and Email fields. The email address can be used to log in to the admin.
5. Fill in the Password field or click suggest one to generate a password automatically.
6. Enter the previously chosen password in the Repeat field.
7. Click Administrator if you want them to have full access as an administrator, or click Collaborator if you want them to access only some sections of the admin as a collaborator.
8. If you chose Collaborator, select the sections the collaborator will access, the days, the hours, and possibly the network IP address they can connect from.
9. Select Does not access the admin if you want the manager to be unable to access the admin.
10. Select the language and reference region based on which the manager will view the admin.
11. Click Add.

Change a manager's password

Note: a manager, whether administrator or collaborator, can also change their password from the menu that opens by clicking their profile image, always shown at the top right of the admin.

1. Go to the Settings section.
2. Go to the Managers subsection.
3. Click the manager whose password you want to change.
4. Click change.
5. Enter the new password in the Password field, or click suggest one to generate a password automatically.
6. Enter the previously chosen new password in the Repeat field.
7. Click Save.

If you forget the password, you can recover it with the password reminder on the admin login page or contact an administrator who will be able to change the password.

Disable access for a manager

1. Go to the Settings section.
2. Go to the Managers subsection.
3. Click the manager for whom you want to disable admin access.
4. Click Does not access the admin.
5. Click Save.

Re-enable access for a manager

1. Go to the Settings section.
2. Go to the Managers subsection.
3. Click the manager for whom you want to re-enable admin access.
4. Click Administrator if you want them to have full access as an administrator, or click Collaborator if you want them to access only some sections of the admin as a collaborator.
5. If you chose Collaborator, select the sections the collaborator will access, the days, the hours, and possibly the network IP address they can connect from.
6. Click Save.

Delete one or more managers

1. Go to the Settings section.
2. Go to the Managers subsection.
3. Select the checkbox on the right of the managers you want to delete.
4. Click Delete. A new confirmation window will open.
5. Verify you selected the correct managers and click OK.