To manage administrators by either adding new or editing existing admins, navigate to Settings > Account > Administrators.
Adding and removing administrators
Set up, edit, or delete Administrators for your system: Click ‘Invite New Admin’ to create a new Administrator or use the ‘Edit’ button to update details of an existing Administrator.
With the edit screen, you can set the following permissions for your Administrators:
System Permissions
| Users | Determine whether this admin can only view the user's profile, add new users/edit their details or have full access to delete accounts. |
| Settings | Determine whether the admin has access to the system settings. "Full" will allow them to add/edit admins |
| Course Editor | Give the admin access to the course editor to make changes to your course content |
| User Tasks | Determine the level of access that allows the admin to view the tasks submitted by your users. Status only - only view the completion status, but not the documents submitted or the information in the forms completed |
| Companies | Determine whether the admin has access to the Companies tab. "Full" will allow them to add/edit/delete company profiles |
| Quick Check | Determine whether the admin has access to the Quick Check tool. |
| Document Approvals | Determine whether the admin is able to approve documents submitted by users or companies*. *The admin will only be able to approve company tasks if they also have the Companies permission on/full |
| Check In | Determine whether the admin has access to the Check-In tab. |
| Expire user task | Allow the admin to manually expire user tasks when the task has not yet expired. |
Course Matrix Permissions
- Course Matrix - The Course Matrix permissions enable different administrators’ access to different matrices of courses. This may or may not be set up in your system, as it lends itself to large numbers of courses that need to be split up for easier management.