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Listing staff accounts by manager or group lead
Answer ID 2355   |   Last Review Date 03/18/2019

How can I list staff accounts by manager or group lead?

Environment:

Staff Accounts
Oracle Service Cloud (OSvC)

Resolution:

Staff hierarchy is used with organization and contact records to assign a staff account as the Salesperson for that organization or contact.

To view staff under a select manager:

  1. Go to: Configuration --> Staff Management --> Staff Accounts by Manager
  2. Select the manager's name from the left
  3. Only those accounts associated to that manager will be listed

To edit staff Managers, use these steps:

  1. Go to:  Configuration --> Staff Management --> Staff Accounts by Manager
  2. Open the desired account
  3. In the Ribbon, select "Department"
  4. Search for the desired Manager
  5. Select "Save"

Note: If you are trying to set a staff account back to 'No Manager', simply right-click on the Manager field and select Clear. Save and Close the staff account.

For additional information, refer to the 'Organizing staff accounts by manager' section in online documentation for the version your site is currently running. To access Oracle Service Cloud manuals and documentation online, refer to the Documentation for Oracle Service Cloud Products.

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