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

Copying an Administrator's profile to another Branch.

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