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Creating Administrators

Learn how to create Administrators here.

Written by Maahi Islam
  1. Navigate to People > Administrators.

  2. Select Create New Administrator.

  3. Fill in the Administrator's details and the permissions you wish to grant them using the form, and then click Submit.

    The Permissions checkboxes on the Create New Administrator form.

    Permissions available to Administrators.

  4. The email address holder for the account created will then receive a welcome email prompting them to set a new password and create their account (this welcome email can also be used in cases where users are experiencing difficulties logging in.)

Note: The welcome email expires after three days, at which point the 'set password' link will no longer work. You can resend a welcome email via People > Administrators > select the Administrator > Communications and clicking the Resend Welcome Email button. We only send the welcome email if the Administrator hasn't already logged in.

Frequently Asked Questions

Can I copy an Administrator profile from one Branch to another?

Yes - go to People > Administrators > select the Administrator > Actions > Copy to another Branch. This will open the 'Copy to another Branch' panel, from where you can choose which Branch to copy the Administrator to.

The 'Copy to another Branch' panel on an Administrator's profile.

Copying an Administrator's profile to another Branch.

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