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How to assign a co-manager

Learn how to give another user co-manager access to your talent or roster, allowing them to manage and collaborate on the account alongside you.

Updated over a month ago

Permissions

  • Admin users can assign managers to any talent across the agency.

  • Manager users can only assign co-managers to the talent they own or currently co-manage.

Note: For more information on the different agency roles, check out this helpful article!

Assigning a co-manager

  1. Log in to your Foam account.

  2. Click on your profile icon in the top right and select Agency settings.

  3. Click on the Talent Tab.

  4. Locate the talent you want to assign a co-manager to.

  5. Click the three dots on the right end of their row.

  6. Select Edit Managers from the menu.

  7. Search for the manager you want to assign as a co-manager by typing their name in the search bar.

  8. Select the manager from the search results. Then click save to assign the co-manager.

  9. All set! The selected manager now has co-manager access to the talent.


Bulk Assigning

Assign multiple co-managers to multiple talents quickly and efficiently.

  1. Log in to your Foam account.

  2. Click on your profile icon in the top right and select Agency settings.

  3. Click on the Talent Tab.

  4. Select the talent you want to assign a co-manager to.

  5. Scroll to the bottom of the page and click Assign Manager.

  6. Choose the manager(s) you want to assign from the list and click save to apply the changes.

  7. All done! The selected manager(s) now have co-manager access for the chosen talents.


Any questions? Contact us via hello@foam.io or by using a chatbot in the bottom right corner!

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