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Manager
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The Manager role appears only with Local Solutions. The Manager role is equivalent to the Administrator role, with the exception that Managers do not have access to all of the ZMI. As well, the Manager role is equivalent to the Site Manager role, with the exception that Site Managers have no access to the ZMI. With Hosted Solutions, as with the Administrator role, any tasks that may be performed by Managers will be performed by OpenEngagement.
It is not necessary to assign any users the Manager role with Local Solutions. Firms may choose to have Administrators perform all actions in the ZMI and to give all other users at most only the Site Manager role. As access to the ZMI should be quite rare, this may be reasonable. However, users should try to avoid using the DMS as Administrators. If access to the ZMI is common, likely the firm should assign one or more users the Manager role site-wide.
The Manager role may be assigned only site-wide.
Within the ZMI, Managers may make site-wide changes, such as changing colours and fonts, adding and modifying roles, and modifying the workflow. Most of these changes are difficult and risky, so it is not advised for users to do this on their live instance of the OpenEngagement DMS. They may, however, make these changes on other instances of the DMS firms may install for the purpose of experimentation and development.