As an owner or as an admin with the relevant permissions, you can add other admins to your account. You can either promote an existing user or add a new admin altogether.
In this article, we will go through how to:
How to Promote an Existing User to an Admin from the Desktop?
There are two ways in which you can promote an existing user from the Users Tab or the Admin Tab.
From the Users Tab
Click on the Users Tab on your sidebar
Navigate to the relevant user and hover over their name. To right right click on promote.
Here, you will need to enter the admin's email and set the smart groups and features they will be an admin of.
Note: the email address must be unique, If the email has already been used for another Connecteam account, you should use a different or new email to promote the user.
From the Admins Tab
Click on the Users tab on your sidebar
Click on the Admins tab
Click on Add Admin and select Promote Existing user
Choose the relevant user you wish to make admin and click on promote
Here, you will need to enter the admin's email. Here, you will need to enter the admin's email and set the smart groups and features they will be an admin of.
How to Add a New Admin to the Platform from the Desktop?
Click on the Users tab at the top of your sidecar
Click on the Admins tab
Click on Add Admin
Click Create a User
5. Fill out all the relevant information and click confirm
How to Add a New Admin from the Mobile App?
Access the mobile app
Click on the admins' tab in the bottom right corner
Click on Users&Admins
Click on the admin's tab at the top of the screen and select the plus icon at the bottom right corner.
Here, you can choose if you want to promote an existing user/ add a new admin/ add a new admin from your contacts. Add in the relevant information and click on Promote user.
The new admin will receive an email to set up a password. That email is only valid for 24 hours. They should access the email and click join the team to set up a password.
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