How do I change an administrator's permissions

How do I change an administrator's permissions

Once client administrators are added into your package, you have the ability to customise the permissions they are assigned to ensure each admin has access to the relevant products/users. You will need to assign a role to each admin when they are initially added to the package and can review this at any point to make add/revoke permissions. To view the permissions assigned to roles, please see the below instructions.

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Changing admin permissions

  1. Select “Settings” > “Roles”:


  1. Navigate through the various product tabs to view and/or edit specific permissions - this will be helpful when deciding which role to assign a particular administrator:

  1. Then, to assign permissions to the administrators, select “Add Administrators” against the role that you would like the administrator to be assigned to. Find the administrator's name, tick the box, then “Save” changes:




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