How do CSAs create and manage Admin users?

If you are a Corporate Super Administrator, you can instantly add new users to any of your accounts, set and manage user permissions and limits, or disable a user's access anytime, within User Management.

TO GET STARTED -

A. Sign into your account and click or hover over the settings cog. Then select 'User Management'.

B. Use the dropdown menus to select a Parent Corporate account and an Operating Account.

C. Click 'APPLY' to view the user list for your selected account.

To create a new Admin User -

Step 1

From the User Management dashboard, click 'CREATE USER'.

Step 2

Enter the new user's email address and select 'CHECK' to see whether they already exist (if so, you will be able to edit their permissions).

Step 3

Enter the new user's details - name, date of birth and phone number.

Step 4

Then scroll down to 'User Access Level'. Selecting 'Corporate Access' will add the user to the Parent Account, plus all associated Operating Accounts (existing and new). Alternatively, click 'Operating Account Level' and use the dropdown to select specific Operating Accounts.

Step 5

Finally, scroll down to 'Permissions' and tailor the limits and permissions for this user. Click 'SAVE' to finish. The new user will receive an instant activation email inviting them to create a password and sign in.

To edit limits and permissions or disable access -

Step 1

After selecting the Corporate account and Operating Account, locate the relevant user and click 'EDIT'.

Step 2

Scroll down to 'User Access Level' to edit as needed - 'Corporate Access' gives the user access to the Parent Account, plus all associated Operating Accounts (existing and new). 'Operating Account Level' enables you to select/deselect specific Operating Accounts.

Step 3

You can also scroll down to the 'Permissions' section and amend as required. Click 'SAVE' to finish.

Step 3

To disable account access, locate 'Disable corporate site access' and switch it to 'off', then 'SAVE'.