How to Add an Admin?
  • 09 Nov 2020
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How to Add an Admin?

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  • PDF

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:
Screenshot 2020-08-07 at 9.25.17 PM.png

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
  • Review
  1. 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’ :
    Screenshot 2020-08-07 at 10.24.51 PM.png

  2. 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:

Screenshot 2020-08-07 at 10.27.44 PM.png

  1. 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’:
    Screenshot 2020-08-07 at 10.32.51 PM.png

  2. Review: In this section, you can review the features you have selected for a particular admin

Screenshot 2020-08-07 at 10.37.26 PM.png

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.

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