Overview
Need to grant someone admin access? Whether they’re already active or brand new to the platform, you can assign an admin role in just a few clicks.
Key benefits
Grant admin access quickly to trusted teammates
Assign roles in bulk to save time
Choose permission levels based on responsibility
Before you begin
Important: You must be an Account Owner or Account Admin to assign admin roles.
Give admin access to an active user
Upgrade an existing user to an admin role.
Go to the All Users tab
Click the user’s name
Navigate to Access & Tags
Toggle Switch to standard user role
Select the appropriate admin role
Click Update role
The next time the user logs in, they’ll have admin access.
Which admin role should you choose?
Choose the role based on how much access you want to grant.
We typically recommend:
Account Admin
Junior Account Admin
If you want to review what each role can access:
Go to Settings
Click Account settings
Select Manage roles and permissions
Click View
Here, you can see a full breakdown of permissions for each admin role.
Tip: Assign the minimum level of access required for the user’s responsibilities.
Give admin access to multiple active users
Assign the same role to several users at once.
Go to the All Users tab
Select the users you want to update
Click the three dots in the bottom-right corner
Select Assign role
Choose the admin role
Confirm your selection
Important: Bulk role assignment only works if you’re assigning the same role to all selected users.
Create a new admin user
Set up admin access for someone who doesn’t have an account yet.
You have two options:
Option 1: Invite them through an assessment
Invite the user to complete an assessment
Once they complete it, follow the steps above to assign an admin role
Option 2: Create the user without an assessment
If the user does not need to complete an assessment:
Click +Create admin
Enter the required details
Complete the setup
Login instructions will automatically be sent to the user’s email address.
FAQs
Can any admin create another admin?
Only Account Owners and Account Admins can assign admin roles.
When does admin access take effect?
Admin access becomes active the next time the user logs in. After the admin role has been updated, the best practice is to log out of the platform and then log back in for the changes to take effect. It’s also recommended to clear the browser cache to ensure the updates are properly applied.
Can I downgrade an admin back to a standard user?
Yes. To remove admin access, go to Access & Tags and toggle Switch to standard user role to on.