Filter Clients and Candidates by Secondary Manager

For demonstration purposes, this article uses candidates as an example. However, the same steps can be followed to filter clients.

Let’s get started

Step 1: Log in to your agent dashboard and click More > Global Settings as shown in the screenshot below.

Step 2: Click the Dashboard tab from the available tabs.

Step 3: Click the User Admin Panel option to expand its details.

Step 4: Check the Has Second Admin Manager checkbox.

Step 5: Enter the label for the secondary admin manager. The system saves the settings automatically.

Step 6: In the Candidates section, click the Search and Filter Tools icon.

Step 7: Click the Second Admin Manager box to open the dropdown list.

Step 8: Select the admin manager from the list for whom you want to filter the candidates.

Step 9: The candidates will be filtered based on the admin manager selected in the previous step.

Use the search and filter tools to quickly find clients and candidates assigned to a specific secondary manager. This helps you narrow down records and manage assignments more efficiently.