Assign Admins & Roles
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.
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.
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. Open the user's profile, 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 administrative privileges from a user, so they no longer have access to the dashboard.
To remove admin privileges from a user:
2. In 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.
