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# How to manage managers in the service request module

[Video](https://www.youtube.com/embed/0R3BOc3O3pQ?rel=0)

In Plexflow, there is an important distinction between **Plexflow users** (who have full access to the account or to certain properties) and **service request managers** — also called **assignees**.
Managers are people responsible for carrying out or following up on the work, such as janitors, contractors, or maintenance employees.

### 🧭 Step 1 – Open the Requests section

In the left-hand menu, click **Requests**.
You will see the list of all existing service requests, their priority, their status, and the associated managers.

### ⚙️ Step 2 – Open the Manage menu

At the top right of the page, click the **Manage** button (in blue), then select **Managers**.
This will open a new window displaying the list of managers currently set up in your account.

![Manage menu with the Managers option](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_lx834o.png)

### 🧾 Step 3 – Manage your managers

![Managers list](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_1c8evk3.png)

Once the window is open, several options are available to you:

#### 3.1 Add a manager

Click the **Add** button.
A window will appear so you can enter the manager’s information:
🔗 **Access link for managers:**
[`https://plexflow.ca/app/fr/service`](https://plexflow.ca/app/fr/service)
**(Open this in a private/incognito window.)**

- Name
- Email
- Phone number

You can also choose to send their credentials by **email**, **text message**, or both.
Once saved, a special access link will be generated so they can sign in to the managers’ space.

![Add a manager form](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/31_ekgz6x.png)

#### 3.2 ✏️ Edit a manager

Click the **pencil** icon to update their information (name, email, phone, etc.).
👉 You do not have to fill in every field, but make sure the email is accurate, because it is used to send notifications related to the work.

#### 3.3 🔑 Create or change the password

Click the **key** icon to create the manager’s credentials or change their password.
This step lets the manager sign in to their portal to see the requests assigned to them.

![Key icon to create or change a password](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-33_9oqze4.png)

#### 3.4 🗑️ Delete a manager

Click the **trash** icon to remove a manager from the system.

### 👤 Step 4 – Assign a manager to a request

1. Go back to the list of requests.
2. Click the **title** of the request in question (e.g. **Clogged sink**).
3. Scroll down the page to the **Manager** line and click the small person icon 👤.

A window will appear displaying the list of your managers.
Click **Select** to assign the right manager to this request.

![Opening a service request](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_6p7f5t.png)

![Manager line with the person icon](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_1h5ds2d.png)

![Choosing a manager](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-6_csi64k.png)

### 💾 Step 5 – Save your changes

Once the manager is selected, **do not forget to save** to confirm the assignment.

### 📝 Important notes

- A manager can be associated with several service requests.
- “Manager” access is distinct from the main access to the Plexflow account.
- Managers see only the requests assigned to them.

## 🎓 Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.