Assigning Managers to Creators
Overview
You can create Managers or Agents in GRIN and assign your creators to them. Once assigned, that manager will become the creator's primary contact, and all communication can be done between the manager and the creator. You can learn how to create and assign managers in this article.
Note: Once assigned, all email communications with the creator will default to the assigned manager. All emails from both the creator and manager will appear in Messages > Inbox, but all replies will go directly to the primary contact.
How to Do It
You can access your managers or agents from either your Contacts > Creators settings or your Contacts > Prospects settings.
Creating Managers/Agents
From the Managers/Agents page, click Create.
Complete the following fields: Email Address, First Name, Last Name, and Advanced Settings (tags, via Managing Tags).
Select Create.
Your manager will now appear in your Managers/Agents list.
Assigning Managers/Agents
From your Contacts > Creators or Contacts > Prospects table, click the name of the creator you want to assign a manager to.
Navigate to the Managers/Agents module and click Change Managers/Agents.
Select the manager you'd like to assign to the creator, then click Save.
Organizing Managers/Agents
You can organize your created managers from the Managers/Agents table using Filters, Columns, and Bulk Actions including Add Tags, Change Owner, Set Custom Property, Export Contacts, and Delete.
Warning: If you delete a Manager/Agent, they will be permanently removed and cannot be recovered.