How to add a new administrator?

Purpose of this article

This article explains how to create a new administrator account in the system.

Before you start
Make sure you have the permission “administrators” along with any permissions you wish for the new Administrator to have.
Instruction
  • Log in as an administrator with the permission “administrators” (included with the Role “Superuser”).

  • From the Main menu, go to: System > Administrators.

  • Click on the “+ New administrator” button at the bottom of the page.

  • Enter a username for the Administrator and click on “OK”.

  • Enter their information under the “Personal details” section, including:

    • Name – enter their name if different than the username.

    • Email – this is where their initial password will be sent.

  • Select what set of applications the administrator should be limieted to from within the “Limitations” section. There is a list of pre-set permissions, and beneath it also an option for custom permissions.

  • Select what set of abilities the administrator should be permitted to perform in the system and on the applications they have access to from within the “Permissions” section. There is a list of Roles with pre-set permissions, and beneath it also an option for custom permissions. For more information, read more about Administrator permissions in the article: Administrator Permissions.

  • Click the “Send out admiinstrator access” button – this will send out the welcome email to the administrator.

  • Administrator has to follow the insturction, given in the welcome email

  • For the very first log in, administrator can use one time link which will allow to create a permanent password.

Expected outcome of the instructions

Users will be able to create a new administrator and set their account permissions and limitations.

Related articles

How to add administrator signature and autograph?

How to change administrator password?

Next steps

Administrator Permissions

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