Switch Between Manager and Sub-Admin Views. One login, both roles

If you're a sub-admin who's also a manager, you no longer need two separate accounts. Switch between your Sub-Admin view and your Manager view right from the navbar - it stays put across sessions until you switch back.

Switching views

If you're a sub-admin with an associated manager record, a View as Manager button appears in your profile dropdown in the navbar. Click it, and you're moved into your manager view - the dashboard switches over, and your data scopes to your reportee tree instead of your sub-admin scope. A View as Sub Admin button takes its place while you're in manager view, ready to switch you back to your team, location or business unit scope whenever you like.

What follows the switch

Reports, exports and analytics all respect whichever view is currently active, consistently. For exports that run in the background, the view is locked in at the moment you request them - so a download always matches what you were looking at when you triggered it, even if you switch views again before it finishes.