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Add administration access Learn how to update a profile to allow staff to manage all aspects of your association.grant administration access, identify which profiles are administrators and how to remove administration access when it’s no longer required.
Granting administrator access
Go to the profile that you would like to give administration access to.
Once you are viewing the relevant profile, go to Other > Administration Access on the profile menu.
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On the Administration Access screen, make sure User Can Login To Administration is ticked.
Check each section of the administration system you wish to give the user access to.
Or use the- Image Added
Use the Tick All Permissions
checkbox to give the user access to all areas of the system or tick the relevant checkboxes on the AMS, CMS and Configuration tabs.
When the user logs in they will only be able to access the sections that have been ticked.
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Once permissions have been updated, the administrator
will need to log out of
admin and log back in to reset their permissions.
Identifying administrator profiles
To generate a list of profiles that have been granted administration access, go to View/Export Data > Profile Data.
Image AddedClick on the Others tab.
Image AddedTick the Administrators Only box.
Image AddedClick the Data Table button to view the list on-screen, or click the Excel or PDF button to export the list to a file.
Removing an administrator profile
Identify the administrator profile you’d like to remove access from.
Once you are viewing the relevant profile, go to Other > Administration Access on the profile menu.
Image AddedUntick the User can login to administration checkbox and click Save Changes.
Image AddedTo remove the profile from you system you can do either of the following:
Archive the profile - this will allow you to reinstate the profile and admin access at a later date
Merge/delete the profile - this will completely remove the profile from your system
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