---
schema_version: "1"
id: 009b3dd908494e66c018a7dc5de29992a8314692d73d17248e5d6eff58c0e67d
title: Set up a Supervisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_setup_supervisor.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_setup_supervisor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d3dd5059f81742049eaa082225a1d3f48115461202aa811513dafcc77402bd2f
description: Set up a Supervisor role to manage and monitor the workloads and activities of sales reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep can create a visit only for themselves whereas a supervisor can create and manage visits for sales reps in their hierarchy.
products:
  - Consumer Goods
release: "264"
---
# Set up a Supervisor

Set up a Supervisor role to manage and monitor the workloads and activities of sales reps. A supervisor can monitor the users who have the Sales Rep role assigned to them. A sales rep can create a visit only for themselves whereas a supervisor can create and manage visits for sales reps in their hierarchy.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

## Prerequisites to Set Up a Supervisor

To set up a supervisor, ensure that your admin has performed these tasks.

1. Assign the CGCloud\_Supervisor permission set to the Supervisor role.
2. Assign the CGCloud\_Sales User permission set to the Sales Rep role.
3. On the Role Hierarchy page, create the Supervisor and Sales Rep roles, and align the Sales Rep role to report to the Supervisor role.
4. Assign users to the Supervisor role.
5. Assign users to the Sales Rep role.
6. For supervisors to plan visits for their sales reps, configure the Organization\_Setting.Role Hierarchy Disabled custom setting. For the system to determine the sales reps for whom the supervisor can create visits, set the value of Organization\_Setting.Role Hierarchy Disabled to No.
7. Assign sales reps to the same org unit or to an org unit that is lower in hierarchy to that of the supervisor.
8. To enable access to the mobile app, map the CGCloud\_Supervisor custom permission to the Supervisor user role. Ensure that the sales rep and supervisor have the same management type.