How do I invite new admins to the platform?
You can invite new admins in two ways:
A. Bulk Upload: with an Excel Sheet
Go to the Users Page: Click on the Admins tab.
Click on “Import Admins by Excel.”
Download and Fill the Template:
Download the provided Excel template and fill in the requested information.
Select the admin type for each person: General Admin, Group Admin, Supervisor, or Team Manager. Each type has different access rights.
Group Admin and Team Manager roles can only be assigned if you have created groups and subgroups, so:
If groups aren’t created yet, you can only add General Admins and Supervisors.
If groups are created, you’ll get a downloadable list of group and subgroup IDs. Copy and paste these IDs in the Admins group/subgroup field, separating multiple IDs with a semicolon (;).
Upload, Review, and Confirm:
Upload your completed Excel file.
Review the information in the pop-up window and check for any typos.
Click “Confirm.”
The platform will automatically send an invitation email to the new admins, including their username and a temporary password. They’ll be prompted to change their password upon their first login.
B. Individual Upload: One by One
Go to the Users Page: Click on the Admins tab.
Click on “Invite Admin.”
Fill in the Details:
Ensure the email address is correct.
Choose the admin type you want to add. Remember, Group Admin and Team Manager roles can only be assigned if groups and subgroups have been created.
If not created, you can only add General Admins and Supervisors.
If they have been created, you can assign Group Admin and Team Manager roles. The pop-up will request you to assign the admin to a group and its subgroups.
Click on “Send Invitation.”
The platform will automatically send an invitation email to the new admin, including their username and a temporary password. They’ll be prompted to change their password when they log in for the first time.
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