Help →

Administrators

View this video full-screen for best experience. View video at Vimeo.com.

Getting Started

To add, edit, and manage administrators of your system:

  1. Go to the Admin Dashboard by clicking the “admin” link near the top-right of the screen.
  2. Click the “Adminsitrators” metric box in the center of the screen.

Current administrators are displayed in a list format. Click a name to view permissions granted to a particular administrator.

Add an Administrator

  1. Click in the text field on the left in the box where it says “Add an individual.”
  2. Type all or part of a person’s name and hit enter (the person must already exist in the database).
  3. One or more names will appear below (if your search returned any results). Select the appropriate person from the list.
  4. Click the Add Selected button.

Privileges

To grant privileges to an admin:

  1. Click the admin name.
  2. Select one or more privilege check boxes that appear.
  3. Click Save Changes.

Super Admins

A “Super Admin” has added capabilities on the site, especially the ability to edit settings and themes, among other things. Your site should have at least one Super Admin.

To promote an administrator to a Super Admin, click their name and choose the first box labeled “Super Admin.” Save changes.

Be cautious when granting Super Admin abilities to people. This gives them ultimate control over your site and gives them the ability to remove you as an admin.

Admin Templates

A “Template” allows you to group admins with identical privileges together to avoid repetitive check box selections.

To create a template:

  1. Click the link labeled “Create a new admin template.”
  2. Enter the name for your template, e.g. “Secretaries” and hit enter.
  3. Now click the template name that appeared, check the appropriate privileges, and save changes.
  4. Add people to this template group by typing their name in the “Add an individual” box (just like in the Add an Administrator section above), choosing your newly-created template from the drop-down box.

Group Admins

Each group can have one or more “group admins” — these individuals have the same effective privileges as someone who has the “manage groups” privilege, only for that group.

A group admin must be a member of the group. To promote a group member to a group admin, edit the group membership list and choose “Manage Administrators.” Click the “Promote” or “Demote” links to change roles.