STAFF: Understanding Admin Managers

What are Admin Managers?

The Admin Manager is the highest internal role after the Super Admin. It is an Admin role with additional permissions.  They have full Admin access to the entire platform and can perform nearly any action, with two major exceptions; Admin Managers (or any other user) cannot view or edit the Super Admin's details, and they cannot view or modify anything in the Manage Account menu. 

The difference between an Admin Manager and an Admin User is that you can set additional permissions for Admin Managers which include White Label access and being able to view integrations, the API and webhooks.

You can also have multiple Admin Managers per account.

How do I create an Admin Manager

Navigate to  Flyout Menu > Manage Staff.

Select the Admin role from the dropdown.

This will then provide the option to set the new Admin User as an Admin Manager. 

You can now select the relevant permissions.

You can toggle and un-toggle each of the options so the permissions are customized to your requirements.  The permissions can be changed at any time and the permission for each Admin Manager can be customized to their individual requirements.

How can the Admin Manager access the permissions

When the Admin Manager has been given White label, Integration, API and Webhook permissions they can access them by clicking the Flyout Menu.

Changing or remove Admin Manager Permissions

You can  change or remove the Admin Manager permissions entirely at any time. When you remove the permissions it will turn the Admin Manager into an Admin User.  

To edit or remove permission click the icon next to role.

From here you can change your permissions or un-toggle the Admin Manager option entirely.

Please note you cannot demote them to a lower role than Admin.  In order to demote a Staff Person from Admin to another role, you will need to delete them and re-add them to the portal with the lower level role.

CLICK HERE to learn about Internal Roles.