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Managing Account Admins
Managing Account Admins

You can add other admins to your account, so that other people within your organisation can manage your events or membership

Angus Williams avatar
Written by Angus Williams
Updated over 3 months ago

There will be times when you want to add other admins to your organiser account, so that other people within your organisation can manage your events, membership or any other entity within your event.

By adding another admin to your account, they can login with their own credentials and you can revoke their access should they no longer need it


Where to find this

From your main dashboard, click Add Admins on the right-hand side


Viewing Admin Accounts

To see which users currently have access to your account, you can view a list of these accounts.

From the Account Admins screen you will see a list of admins who currently have access to this account


Adding Admins

Inviting someone without a login account

If the person you are inviting to become an admin has never logged into your portal (this could be when entering an event for example), you should use this process

From the Account Admins screen, click Add Admin from the sub-menu

Enter their details

  • Email address - The system will send an email to this address with instructions on how they can login.

  • Name - The name of the person being invited, so we can address them in the email

  • Permission Group - The permissions you wish to grant to them <link to other article about permissions> - Default is "default admin"

  • Message - The message that you can include in the email. This should give the person some context as to why they are being invited

Click Submit. The system will now send them an email

You will now see the user appear in the “Pending Invitations”. Once they accept the invite, they will transition from “Pending Invitations” to the “Users managing this account” section

Changing someone who already has a login account

If the person you are inviting to become an admin has already created an account in the past, you should follow this process

  • Navigate to a list of customers

  • Search for the account you wish to make an admin

  • Click Manage

  • Click Edit User

  • Change the “Role” to admin

Set the permission group. We suggest using “Default admin”. <link to other article about permissions>


Removing an Admin

If you need to remove access from a user who can manage your account, you can remove these

From the “Account Admins” screen, click the Remove button.

This action will unlink the user form your organiser account. This will not affect any other accounts this user has access to

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