Adding new admins to your account can help streamline administrative tasks and delegate responsibilities effectively. Whether you want to designate a branch manager or an account manager, this support article will guide you through the process of adding a new admin and managing their privileges within your account.
Adding a new admin:
To add someone as an admin, you must first add them as an employee in your account.
Follow these steps to get started:
Access the employees module in your account.
Click on "Add New Employee" to create a new employee profile.
Ensure that you include the new employee's email address during the setup process.
Elevating an employee to an admin
Once you have added the new employee, follow these steps to make them an admin:
Open the employee's profile.
In the left menu, locate the three dots menu (referred to as "more") just below the employee's profile picture.
Click on the "Make [admin's name] as an Admin" button in the "more" menu.
Assigning privileges:
When designating an admin, you have the option to choose between two types of admins: branch manager or account manager. Consider the following distinctions:
Account Manager: An account manager will have access to view all employees in the account and manage events across all branches.
Branch Manager: A branch manager will possess the same abilities as an account manager but will have administrative control limited to their assigned branches only.
Adjusting admin privileges or removing admin status:
If you need to modify an admin's privileges or remove their admin status, follow these instructions:
Access the admin's profile.
Click on the three dots menu (referred to as "more") and select the "Edit admin" option.
Within the "Edit admin" screen, you can either edit the list of permissions or click the bin icon to remove the admin status.
Keep in mind that removing someone's admin privileges will retain their employee status. If necessary, you can also remove them as an employee separately.
Read more about admin privileges in Ubeya here
Change your admin's email address:
If you need to modify the email address of an admin, you will have to perform a few steps. First, you need to remove the admin status, then edit the email address, and finally restore the admin status.
Here's a simple guide to help you through the process:
Go to the admin's profile.
Locate the three dots menu (referred to as "more") and choose the "Edit admin" option.
In the "Edit admin" screen, click on the bin icon to remove the admin status. Don't worry, this action only removes the admin status and not the entire employee profile.
Access the employee profile.
Modify the email address according to your preferences and click on "Save."
Access the employee profile again.
Select the three dots menu and choose the "Edit admin" option.
Choose the appropriate role for the admin (Branch Manager/ Account Manager)
Click on "Show privilege," select the desired privileges, and click on "Update."
By following these steps, you can add and manage admins within your account, ensuring smooth operations and delegation of responsibilities.