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.
Platform 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 filters.
As an Owner, you can change the Role of other Admins.
Changing roles of other Admins.
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 New Admin 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.
Admin permission levels.
Press the SEND INVITE button. The new Admin will appear as INVITED on the Admin page.
Invite 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.
Admin registration form
Once registered, they will appear in the list of active Admins and will be able to access the Admin App.
List of 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
Owners have the authority to establish access levels for designated Admins holding Manager or Staff permission levels.
They can customise data access or grant additional permissions, such as enabling select Managers to manage Payment reports.
Furthermore, Owners can choose to conceal contact information from the Workforce and Status pages, disable export buttons, or permit bulk downloading of Crew documents from the Status page.
Owner permissions.
Bulk download.