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Articles on:Managing admin users
How to add and manage admin user accounts

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  • Deactivating admin users' management portal access (whilst retaining their app access)
    When an admin user is added to the system an app account is automatically created for them. There may be occasions when you no longer want a portal user to access the portal but still want them to have access to their app account. This guide will show you how to do this. Step 1: From the dashboard, click settings then portal users_:_ [](https://downloads.inteFew readers
  • Admin User Permissions
    When adding a new admin user you will be asked which permissions they require: [](https://downloads.intercomcdn.com/i/o/436047513/6b81522b1b147a941ae4fc47/Screenshot+2021-12-17+at+16.26.11.png?expires=1790073900&signature=eb1e277611b69b15ac14792cf3d0ae317bf16e9be7b0528b942448055df3de23&req=cCMhFs15mIBcFb4f3HP0gEIGzhrGVE%2FB%2Ft90g3pwGQwh8yiFXwOibszqvyNy%0AoRXCykT6AeYPkB2YXwFew readers
  • Unlocking an admin user account
    If upon login to the admin portal you receive the following error message, or if you enter the incorrect password 5 times, your account will need unlocking: [](https://downloads.intercomcdn.com/i/o/713617659/dd8f1ae0af608245f2f319df/image.png?expires=1790073900&signature=8883f43f5af31c261d4ba7a84eeb441639214ca28d96d981360e0f4d45b734fd&req=cyEkEMh5m4RWFb4f3HP0gPX8PIuCysVaNPeFew readers
  • Inviting additional admin users to your portal
    If your colleague isn't aware of the app and is excited to get started, it's important to let them know WHY they should get involved! Here's some help to do that: Admin user introduction Once admin users have been introduced and are excited to get started, follow the steps below to learn how to set them up as admin users. Inviting additional admin users: a step-by-step guide: Step 1:Few readers
  • How to convert an app user into an admin user
    If you try to add an admin user who has already been added as an app user you will receive an error message. Instead, you need to convert the app user account into an admin account and these steps will show you how to do this. Step 1: Head into the 'app users' section in the left-hand menu of your portal**.** Then click on 'manage' in the top tabs**:** [](httpsFew readers
  • How to assign multiple sites to an admin user
    It is now possible to allow admin users to view the information of more than one site but not all sites. If you are yet to add the admin user to the system then please click HERE to view our guide on how to do this. If they are an existing admin user then keep reading to find out how to edit their permissions. Step 1: Head to the portal user section by clicking on settings and thenFew readers
  • How to reinvite an admin user
    When you add an admin user they will be sent an email with their login details. If the link has expired, you can easily re-send them a new link. Step 1: Head to the settings area of your portal and then make sure you are on the portal users page: [](https://downloads.intercomcdn.com/i/o/601634061/47ae1e3b8851c9ec07a24d28/image.png?expires=1790073900&signature=Few readers
  • Edit admin user details including permissions and points earning eligibility
    Need to change a portal user's email, name, or permissions? It is super simple and this article will show you how. Step 1: Head to the settings section and select portal users: [](https://downloads.intercomcdn.com/i/o/1116439059/28f3a2965ba36f869269dab5/image.png?expires=1790073900&signature=97c373793ba6d8bcb6d0744dc707b34873c807baaa5b58bdb5f79bc1fb3d652e&req=dFew readers

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