How do I create and manage admin accounts?

How do I create and manage admin accounts?


Admin accounts allow your staff to log in to your admin portal. There are a five types of accounts - Organization Administrator, Department Administrator - Manager, Department Administrator - Standard, Department Administrator - Limited, and Department Administrator - Scan Only. 
To begin, log in to your administrator portal. 
Organization Administrators can create and manage admin accounts. To create an admin account, click on MANAGE ADMINISTRATOR ACCOUNTS from the Organization Dashboard.




  

Click the blue ADD NEW button, and fill out the form - entering the Email Address of the new admin, then selecting either Organizational Admin or Organizational Member. If you are adding a Member (or, an admin for a specific department), you'll be able to use the dropdown next to each department to assign their access level. Then, click SEND INVITATION when you are done!


From the MANAGE ADMINISTRATOR ACCOUNTS page, if you wish to update access for an existing admin, click the EDIT pencil. Here you can change access based on each department, or for the full organization, and set Account Access to INACTIVE if you want to deactivate the account. 

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