2.7.1 Change Administrator details and access

Changing the details or access rights for an Administrator including removing access

Open

Step-by-step guide

1. Select the Edit link on the Administrator you wish to change the details for

2. Edit/Add the details you wish to change for:
   
   

   • Email

   • First Name

   • Last Name

   • Preferred Name

   • Position (Optional)

   • Other (Optional)

3. Access Group:

   • Super Admin (Full Permissions) - Ability to do everything including manage Administrators

   • Standard Admin (Most Permissions) - Unable to manage Administrators, otherwise everything including the ability to add new Workspaces

   • Reporting User (Read and Export) - Access to working with current workspaces only. - Have a limited Workspace menu for tracking survey progress and generating reports only.  Includes access to the Dashboard and Analytics

   • Deactivated - All Administrator access removed for that person

   • Power User (Some Permissions) - Access to working with current workspaces only. Access to a limited Workspaces Menu

   • Personnel User (People and Org Structure) - Access to a limited Workspaces Menu. Special access to include changing individuals details and the Org structure, tracking survey progress and generating reports and access to the full Analytics.

Workspaces: To restrict which Workspaces they have access to

• All Workspaces (Default) - Provides access to all Workspaces within the tenancy

• Individual Workspaces - will open up a list of Workspaces within the Tenancy. e.g.

  • Open

    

    Select the ones required

1. None - Prevents access to all Workspaces

2. Companies: To Restrict access to only specific Companies (Organisation/Divisions)

   • All Companies (Default) - Provides access to all Companies within the tenancy

   • Individual Companies - will open up a list of Companies within the Tenancy. e.g.

   • Select the ones required

   • None - Prevents access to all Companies

Edit Window: