Add & Manage Administrators

This article shows you how to add, edit, or remove an Administrator user.

Important Note

• On October 1, 2024, the Administrator Passwords View Update feature will be available to start using and testing. On November 1, the new feature will be fully released with the ability to revert to the old view until the end of the year.

Add an Administrator

1. Sign in to your site
2. Navigate to Manage Admins
   
3. Select Add Administrator
   
4. Fill out Basic Information
   
   • First / Last Name (required): Full name of the administrator
   • Email (required): Email of the administrator
   • Sign-On Type: We recommend using the Single Sign-On option. The new user's Single Sign-On Username will automatically be set to the Email Address provided.
   • Automatically create contact: Adding the administrator also adds an internal contact
   • Phone Number (Optional): The phone number of the administrator 
   • Zipcode (Optional): The zip code of the administrator
   • Upload Profile Photo (Optional): Attach an image of the administrator
5. (Optional) Configure Security Questions to be used if the password is forgotten to verify identity
   
6. Choose an Administrator Role from the drop-down, this will assign the applicable permissions to the user
   
7. (Optional) Restrict the Groups this administrator can send alerts to
   
   Note: Most admins do not need this applied to their profile. Administrators should only be assigned to specific groups if you want them to send messages exclusively within those groups. This assignment does not grant them the ability to receive alerts; instead, it enables them to send alerts. It is advisable to restrict them to designated top-level or sub-groups to streamline communication effectively.
8. Click Save Changes
   

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Edit an Administrator

1. Sign in to your site
2. Navigate to Manage Admins
   
3. Locate and select the Administrator you would like to edit
   
4. Edit the necessary information
   
   • First / Last Name (required): Full name of the administrator
   • Email (required): Email of the administrator
   • Phone Number (Optional): The phone number of the administrator 
   • Zipcode (Optional): Zip code of the administrator
   • Upload Profile Photo (Optional): Administrator's photo
   • Security Questions (Optional): Select pre-created questions from the dropdowns and add a short answer
   • Administrator Role: Set the role assigned to the user (admins cannot edit their own role)
   • Lock Administrator to Specific Groups: Only use if you want to restrict the groups this admin can send alerts to
5. Click Save Changes
   

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Delete an Administrator

1. Sign in to your site
2. Navigate to Manage Admins
   
3. Locate and select the checkmark next to the Admin(s) you want to delete
   
4. Click Delete Selected 
   
5. Review the admins you selected to delete and click Next
   
6. Type DELETE in the box to confirm and click the Delete button
   
   Note: This action cannot be undone.

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