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How to Manage Administrators

Learn how to add, manage, and remove administrators from your business portal.

Add a New Admin

  1. Go to the left-side navigation panel and click on Administration, then User Management.
  2. Click Invite Admin.
  3. Enter the user's work email address.
  4. Select a role.
  5. Click Send Invite.
  6. The invited user will receive an email with a link to set up their account.

Manage Invitations

  1. To resend the invite, click on View Pending Invites, then click on the Resend button under Actions.
  2. To delete an invite, click on the Delete button.

Edit Permissions

  1. To edit an admin's permissions, click on Actions, then View.
  2. Click Add Role to select another permission level.
  3. Click the x button to remove a role.
  4. Click Remove Admin Access to remove all the user's admin access from your organization.