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Adding an Admin User and Understanding Admin Permissions
Adding an Admin User and Understanding Admin Permissions

Learn how to add site admins or other admin users and grant access to specific platform features.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Making Users Admin

Step 1: Invite Admins

  1. Navigate to 'Settings' > 'Team members' on the admin panel.

  2. Click on 'Invite member'.

  3. Enter the email address of the user you want to make an admin.

  4. Choose the type of admin role to assign.

  5. Hit 'Send Invite' to email the invitation.

Step 2: Accepting the Invitation

  1. The invited user receives an email with an invitation.

  2. The user clicks on 'Accept Invitation' in the email.

  3. The user will be redirected to the AuthO screen to enter their email address and a code.

Step 3: Onboarding

  1. The user provides details like first name, last name, job title, and responsibilities.

  2. Submit the information to complete the onboarding process.

  3. After onboarding, the user gains admin access to the assigned role.

Removing Admin Access

  1. Navigate to 'Team members' via the Admin Panel.

  2. Search by email.

  3. Click on the three dots to edit or remove admin access.

Different Levels of Admin Permissions

  • Site Admin: Full permission for all site features.

  • Event Admin: Manages events, including creating and editing events, and managing attendees.

  • Fundraising Admin: Manages fundraising campaigns, donor details, and associated forms.

  • Communication Admin: Full access to the communication center, including sending bulk emails and managing email analytics.

  • Content Admin: Manages site content, including pages, menus, forms, and images.

  • User Admin: Manages database records and user access.

  • Engagement Admin: Logs custom engagement activities.

  • Events Volunteer: Manages Check-in Kiosk for events and sub-events.

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