Creating an Admin

Admins

You’re able to create admins by selecting the Admins tab within settings. Here you will see your program’s admins along with some basic information, such as, when they last logged in.

Creating an Admin

To create an admin, click “New Admin” and follow the instructions below.

1

Enter Username.

All admins need to use a username to log in. This is different than your program’s site where members use their email address. All admin usernames need to be unique and we recommend using the first part of the admin’s email address because it’s usually a variation of their first and last name and they are used to using this.

2

Enter Email Address.

This is used for notification purposes. That way if an admin submits an import or requests a report they will be notified by email of the results of their import or report.

3

Enter Password.

There aren’t any rules to this. You can create any password you want and make it as easy or difficult as you prefer. Just ensure that it matches the “Password Confirmation.”

4

Enter Password in Password Confirmation.

Ensure that this matches the original password entered.

5

Choose Role.

Here is where you grant permissions for the admin that you’re creating. There are three different levels for an admin.

Full Admin - this grants the admin full permissions and they can do anything within the admin dashboards. They would be able to edit any settings of your program.

Read Only - this is best suited for anyone who may want to run reports or see some of the dashboards but not change any of the settings of your program.

Fulfillment - this is best suited for front-line employees (Ex. Members of the ticket office) who are only fulfilling prize orders. Anyone who is a “fulfillment” admin won’t be able to edit any accounts or change any program settings, they will really only be able to see the prize tab and will be able to look up orders, mark them as shipped, or mark them as picked up.

6

Enter First Name & Last Name.

This gives as much information as possible when creating the admin.

7

Click Submit. 

If successful you will receive a successful message. If not, you will receive an error message stating what is wrong or what has been missed (Ex. Duplicated email).