375
Introducing the new Admin Permission Settings - An upgraded feature that allows you to add administrators and customize their permissions.
Adding New Administrator to Group Accounts
Effective from the end of July 2022, you can add administrators to group corporate accounts and further customize their permissions to cater to your team members' roles.
For users that are managing one account only, check out How do I add an additional administrator?
Step 1: After you have logged in to your Admin Account. Click on Manage Admin.
Step 2: On Manage Admin, click on + Add Admin.
All administrator accounts under the Group will be displayed to Admin with manage admin permission.
Step 3: On the Add Admin page, please key in the required field of the Administrator.
Step 4: On Permission Setup, you can select a permission template and edit the permissions to determine which actions and information this admin is permitted to perform.
Template permissions that are named after certain admin roles, like Billing Admin or Claim Admin are available now. You can simply choose the responsibility of your team member to automatically populate the permissions!
Step 5: On Access Setup, you can assign the Administrator to the corporate accounts that they are required to access.
Access Setup - Assign access to the admin for the corporate account they have access to.
Step 6: Review and confirm the details of the Administrator and Permissions and click on Complete.
Review Permissions - You will be able to send an activation email to the newly added admin. Once the admin has received the activation email, he/she will be able to access the portal with the permissions they have been assigned to.
Important Notes:
-
Rest assured that No. of Administrators and Manage Administrators will only be displayed if the admin has at least one permission under Administrators activated.
-
Admin(s) can add, edit, and remove their own permissions, but are unable to remove their own account.
