---
title: "Manager/Supervisor Role - Complete Guide"
description: "The Manager oversees and analyzes operations without critical modification capability. Perfect for supervisors who need to monitor performance,…"
url: https://sistrack.com/en/docs/permissions/rol-manager/
category: permissions
section: docs
updated: 2025-12-23
---


*Markdown version for agents. This page on the web: https://sistrack.com/en/docs/permissions/rol-manager/*


# Manager/Supervisor Role - Complete Guide


## 📋 General Information
- **Role Name**: Manager
- **Access Level**: Oversight and Analysis
- **Typical Use**: Area supervisor, operations analyst, coordinator
- **Recommended Quantity**: 3-6 users depending on operational areas

## 🎯 Role Purpose
The Manager oversees and analyzes operations without critical modification capability. Perfect for supervisors who need to monitor performance, generate reports, and coordinate teams without making structural changes.

## ✅ What they CAN do

### 📦 Order Management
- ✅ View all orders
- ✅ Export orders to Excel/CSV
- ✅ Change order statuses
- ✅ Assign couriers
- ✅ View full statistics
- ✅ Generate reports
- ❌ Cannot create orders
- ❌ Cannot edit information
- ❌ Cannot delete orders

### 📊 Dashboards and Analytics
- ✅ Full main dashboard
- ✅ Advanced analytics
- ✅ Courier dashboard
- ✅ Financial metrics
- ✅ Export all reports
- ✅ Create custom views
- ✅ Share reports
- ✅ Schedule automatic reports

### 💰 Rate Viewing
- ✅ View all rates
- ✅ Simulate price calculations
- ✅ View coverage zones
- ✅ Analyze profitability
- ❌ Cannot modify prices
- ❌ Cannot create new rates

### 👤 Contact Oversight
- ✅ View all contacts
- ✅ Export the database
- ✅ View interaction history
- ✅ Generate customer reports
- ❌ Cannot create contacts
- ❌ Cannot edit information
- ❌ Cannot delete records

### 👥 User Viewing
- ✅ View user list
- ✅ View user activity
- ✅ View role assignments
- ✅ Monitor productivity
- ❌ Cannot create users
- ❌ Cannot modify users
- ❌ Cannot change passwords

### 📈 Available Reports
- ✅ Daily sales report
- ✅ Productivity analysis
- ✅ Delivery metrics
- ✅ Customer satisfaction
- ✅ Route analysis
- ✅ Basic financial reports
- ✅ Trends and projections

### 📥 Imports and Exports
- ✅ View import history
- ✅ Export data for analysis
- ✅ Download reports
- ❌ Cannot run imports
- ❌ Cannot modify templates

## ❌ What they CANNOT do

### Main Restrictions:
- ❌ Create or edit orders
- ❌ Modify customer information
- ❌ Change configurations
- ❌ Manage users
- ❌ Modify rates
- ❌ Delete any record
- ❌ Approve changes
- ❌ Access configuration

## 💡 Typical Use Cases

### Daily Oversight:
1. Review the previous day's metrics
2. Check goal compliance
3. Identify operational issues
4. Coordinate with teams
5. Generate follow-up reports

### Weekly Analysis:
- Evaluate sales trends
- Analyze team productivity
- Identify areas for improvement
- Prepare executive reports
- Plan optimizations

### Team Coordination:
- Monitor individual performance
- Identify training needs
- Distribute workload
- Resolve bottlenecks
- Communicate metrics to the team

## 🎯 Main KPIs they Monitor

### Operational:
- Orders processed vs. target
- Average processing time
- Compliance rate
- Incidents per day
- Resource utilization

### Financial:
- Daily/weekly sales
- Average ticket
- Operating costs
- Margins by service
- Revenue trends

### Quality:
- Customer satisfaction
- Response time
- Resolution rate
- Complaints and returns
- NPS (Net Promoter Score)

### Team:
- Individual productivity
- Attendance and punctuality
- Goal compliance
- Efficiency per courier
- Capacity utilized

## 👥 Interaction with Other Roles

### With Admins:
- Report detected issues
- Request operational changes
- Escalate critical situations
- Propose improvements

### With Sellers:
- Oversee performance
- Provide metrics
- Identify opportunities
- Coordinate goals

### With Couriers:
- Monitor deliveries
- Analyze routes
- Optimize assignments
- Evaluate performance

## 📈 Analysis Tools

### Available Filters:
- By date/period
- By geographic zone
- By service type
- By customer
- By courier
- By status
- By payment method

### Visualizations:
- Line charts (trends)
- Bar charts (comparisons)
- Pie charts (distribution)
- Heat maps (zones)
- Detailed tables
- KPI indicators

### Export:
- Excel (.xlsx)
- CSV
- PDF
- Images (charts)

## 🎓 Required Training

### Required Knowledge:
- Data analysis
- Interpreting metrics
- Advanced Excel handling
- Business understanding
- Communication skills

### Training Time:
- **Minimum**: 3 days
- **Recommended**: 1 week
- **Specialization**: 2 weeks

### Focus Areas:
1. Dashboard navigation (30%)
2. Report generation (30%)
3. Metrics analysis (25%)
4. Data interpretation (15%)

## ⚠️ Key Responsibilities

### Monitoring:
- Oversee operations in real time
- Detect anomalies and issues
- Alert on deviations
- Maintain full visibility

### Reporting:
- Generate periodic reports
- Communicate metrics to the team
- Prepare executive presentations
- Document trends

### Optimization:
- Identify improvement opportunities
- Propose data-driven changes
- Evaluate the impact of decisions
- Recommend operational adjustments

## 🔄 Typical Workflow

### Morning:
1. Review the main dashboard
2. Check overnight metrics
3. Identify the day's priorities
4. Communicate with the team

### During the Day:
- Monitor live operations
- Answer the team's questions
- Generate requested reports
- Analyze special situations

### Afternoon/Evening:
- Consolidate the day's metrics
- Prepare the daily report
- Plan the next day
- Identify improvements

## 💬 Effective Communication

### Reports to Generate:
- Daily: Operational summary
- Weekly: Trend analysis
- Monthly: Executive report
- Special: As needed

### Metrics to Communicate:
- Achievements vs. targets
- Detected issues
- Identified opportunities
- Action recommendations

## 🚨 When to Escalate

Escalate to the Admin when:
- Operational changes are required
- There are issues requiring intervention
- Irregularities are detected
- Configuration adjustments are needed
- There are critical improvement opportunities

## 💡 Tips for Maximum Effectiveness

1. **Set up routines** for daily review
2. **Create custom dashboards** for your area
3. **Schedule automatic reports** to save time
4. **Document patterns** and trends observed
5. **Proactively share insights** with the team
6. **Keep historical data** for comparisons
7. **Validate data** before reporting

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*This role is optimized for oversight and analysis. Maximize its value by generating actionable insights for the team.*