Admin Management

Admin Management

As an Admin with Owner permissions, you'll have access to the Admin App settings. This is where you can invite and manage other Admins.

Navigate to PLATFORM SETTINGS>APP SETTINGS.

Settings>App settings.

This takes you to the Admins page.

Admins Page.

This is where you can invite new Admins, manage existing Admins and view permission levels.

Managing Admins.

By default this table is set so that you view the ACTIVE Admins only.

ACTIVE status.

Search Filters

You can search for Admins by Name or Email and filter by Status or Type.

Searching for Admins.

As an Owner, you can change the Role of other Admins.

Changing Admin roles.

Owners can also change permissions and access settings for Managers and Staff Admins.

Changing permissions and access.

Invite New Admin

To invite a new Admin, click the ‘INVITE NEW ADMIN’ button.

Invite button.

Enter their email address and select the permission level you want to give them from the dropdown.

Email and role.

Admin Permissions

Here is a quick reminder of the Admin permissions.

Permission levels.

Press the SEND INVITE button. The new Admin will appear as INVITED on the Admin page.

Invited status.

Email Invitation

The new Admin will receive the email invitation and click the COMPLETE YOUR PROFILE button.

Invitation email.

Registration

This will take them to a Registration Form, where they will fill out their details to register as an Admin.

Registration form.

Once registered they will appear in the list of active Admins and will be able to access the Admin app.

Active Admins.

Deleting Admins

Admins can also be deleted from this page. They will need to be re-invited and complete the registration process to regain access.

Deleting Admins.

Owners

Last updated: 1 week ago