Guide
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User & Group Management
Manage Admins & Roles
Assign Admins & Roles
7min
who can do this anyone with the users (editable) permission giving a user administrative privileges grants them access the dashboard and lets you assign them specific roles assigning roles helps organize access and responsibilities in the dashboard, ensuring each user has the necessary permissions to carry out their tasks effectively how do roles function within an admin's level? roles assigned to an admin are applicable only within their admin level if you want user's admin privileges to apply across all groups or teams, they must be assigned admins at the top level see admin access overview open the user's profile edit a user's admin assignment in their profile to open a user's profile 1\ go to admin ➤ users and select the user's name from the list the edit user window opens assign an admin & role make a user an admin and assign them a role do i need a mobile phone number? yes! you'll need to add the admin's mobile phone number to their profile, since two factor authentication is mandatory for logging into the dashboard this extra layer of security helps protect your account to assign an admin & role 1\ assign admins & roles docid\ hl 2u1xyd6azrq hjruei and add their mobile phone number, if it's missing 2\ in the assignment section, select a group or team, if applicable 3\ next to the selected group or team, click make admin 4\ in the dialog, click assign to confirm existing admin privileges at another level are removed 5\ in the admin roles section, select or unselect the role(s) you want selected admin roles will appear in the right panel 6\ click save once you've assigned one or more roles, the user only has access to the dashboard menus needed remove admin privileges remove administrative privileges from a user, so they no longer have access to the dashboard to remove admin privileges from a user 1\ assign admins & roles 2\ i n the assignment section , next to admin , select remove a dialog appears to confirm the change 3\ in the dialog, confirm by clicking remove 4\ click save this removes their admin privileges, but doesn't change their original user segmentation