You can customize admin access to any specific location, department, or dashboard features.
Under ‘Manage Access’, go to the ‘Admins’ section and click on the ‘Add an Admin’ button as shown below:
After you click on ‘Add an Admin’, you would have to follow 4 steps to provide access as shown below:
- Access Groups
- Add Email IDs
- Customise Demographic Access
Access Group: This is your first step while adding an admin on the dashboard. You can select a maximum of 2 Access Groups, 1 Demographic-wise access, and 1 Hierarchy wise access. Once done, click on ‘Next’ :
Add Email IDs: In the second step, you will need to add the email addresses to provide access. You can also ‘Download Sample File’ to Bulk Upload the email addresses and click on the ‘Next’ button:
Customise Demographic Access: Once your email ids are entered, you can customise the demographic access.
You can select your ‘Access Type’ per your requirement and provide either Full Demographic or Partial Demographic Access
Once done, click on ‘Next’:
Review: In this section, you can review the features you have selected for a particular admin
Click on the ‘Give Access’ button, and the new admins will receive a notification on their email inboxes.
You can also give quick access anytime by pre-defining Access Groups.