Add an Administrator & Assign a Role

Available roles:

• Admin

• Business

• Communication

• Head of Project

• Marketing

• Membership

• Membership Program Manager

Prerequisites

You must be logged in as an administrator.

Detailed Instructions

View all roles and their permissions

To view all roles and their permissions, go to Settings (1) → Administrators (2) → Roles & permissions (3).

2. Add a new administrator

Step 1: Go to Settings (1) → Administrators (2) → Administrators list (3)

Step 2: Click Add new.

Step 3: Enter the email of the person and select the role you want to assign to them. Then click Save.

When selecting the Membership Program Manager role, an additional field is required.

→ This field allows you to choose the membership plans the administrator will have access to.

Invitation process

After clicking Save, the invited person will receive an email invitation. To complete the administrator onboarding process, they must accept the invitation and create their account.

For the next steps, please refer to the related article:

→ Activate an account via invitation email