Administrator accounts allow your staff to log in to your administrator portal. For more information on the types of access levels an administrator can have, view this tutorial.
How you create and manage administrator accounts will differ if you are an Organization Administrator or a Department Administrator.
As an Organization Administrator
Creating Accounts
Editing Accounts
Creating Accounts
1. Log in and navigate to the Organization Dashboard via the Gear in the top right corner.
2. On the left side menu, go to MANAGE ADMINISTRATOR ACCOUNTS.
3. Click ADD NEW.
4. Enter the email address of the administrator and select either the Organization Administrator or Department Administrator button, based on the type of account you want to make.
Organization Administrator Form
Department Administrator Form
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Click the drop down next to each department to choose the account type.
5. Click SEND INVITATION. The new administrator will receive a set up email shortly.
Editing Accounts
1. Log in and navigate to the Organization Dashboard via the Gear in the top right corner.
2. On the left side menu, go to MANAGE ADMINISTRATOR ACCOUNTS.
3. Click the EDIT pencil next to the administrator.
4. Change the administrator account as needed, including setting to INACTIVE should that email address no longer have access.
5. Click UPDATE ACCOUNT when complete.
As a Department Administrator
Creating Accounts
Editing Accounts
Creating Accounts
1. Log in and navigate to your department.
2. On the left side menu, go to Settings → MANAGE DEPARTMENT USERS.
3. Click ADD NEW.
4. Enter the email address and select the corresponding account type.
5. Click SEND INVITATION. The new administrator will receive a set up email shortly.
Editing Accounts
1. Log in and navigate to your department.
2. On the left side menu, go to Settings → MANAGE DEPARTMENT USERS.
3. Click the EDIT pencil next to the administrator.
4. Change the administrator account as needed, including setting access level to NONE should that email address no longer have access.