Catagory: Admin How-To

Add and Manage Admin Users

Section: Getting Started

User Permissions Needed:  Administrator

ADD AN ADMIN USER

To add a new admin user, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Admin Users” from the menu items
  3. Click “Add”
  4. Enter the user’s name, email, and phone number (the password will be automatically generated and an email sent to the user with their password)
  5. Click “Save”
  6. You’ll be presented with a message confirming that the new admin user was successfully added

EDIT AN ADMIN USER

To edit an admin user, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Admin Users” from the menu items
  3. Locate the admin user you want to suspend either by searching or scrolling through the list of users
  4. Click “Edit” on the admin user’s row
  5. Make the desired changes
  6. Click “Save”
  7. You’ll be presented with a message confirming that the admin user was successfully edited

SUSPEND AN ADMIN USER

To suspend an admin user, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Admin Users” from the menu items
  3. Locate the admin user you want to suspend either by searching or scrolling through the list of users
  4. Click “Suspend” on the admin user’s row
  5. Confirm the suspension of the admin user
  6. You’ll be presented with a message confirming that the admin user was successfully suspended

APPROVE AN ADMIN USER

To approve an admin user, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Admin Users” from the menu items
  3. Locate the admin user you want to delete either by searching or scrolling through the list of users
  4. Click “Approve” on the admin user’s row
  5. Confirm the approval of the admin user
  6. You’ll be presented with a message confirming that the admin user was successfully approved

DELETE AN ADMIN USER

To delete an admin user, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Admin Users” from the menu items
  3. Locate the admin user you want to delete either by searching or scrolling through the list of users
  4. Click “Delete” on the admin user’s row
  5. Confirm the deletion of the admin user
  6. You’ll be presented with a message confirming that the admin user was successfully deleted
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