Home First Steps Creating Managers

Creating Managers

Last updated on Feb 11, 2026

Description

Learn how to create managers in aiFind.

Entry Points

You can create a new manager in several ways:

  • Click the plus icon in the Quick Start menu (top right) and select “Manager.”

  • Open the menu in the top left, go to Master Data → Manager, and click the plus icon in the bottom right.

  • In a company, go to Statistics and click the green plus icon (“Add manager”).

Step by Step

  1. Use the lookup to search for the company where the manager works.

    • Skip this step if the company is already prefilled.

  2. Fill in the required fields (marked with an asterisk).

  3. Choose how to save the manager:

    • Save – The manager is saved without being notified.

    • Save & Send Opt-in – The manager is saved and receives a GDPR-compliant confirmation email with a confirmation link.

Background Information

  • A lookup retrieves information from an external data source. In this case, you can search for all companies in aiFind. Once selected, the master data is automatically prefilled.

  • When entering an address, you can click “Import from company addresses” to use any address stored for the company.