Note: You must have the Admin Management permissions to access Employer Settings or Agency Settings. Without this, you will not see these options in your menu.For Agency Admins:
To invite a brand new admin:
Navigate to Agency Settings
Click the "Invite New Admin" button at the top right
Fill out the form with their first name, last name, and email
Select their role (HR, Broker , or Broker (General Agency)
Check "Read Only" if they should only have view access
Select which employers they should have access to
Click "Create Admin" - this will send a welcome email to the new admin
To add an existing admin to additional employers:
Navigate to Agency Settings
"By Employer" view instructions:
Click the "Add Admin" button under the employer you want to grant access to
Search for the admin profile by name or email
Click "Add Admin" to assign them
"By Admin" view instructions:
Click on the "Add Employers" button under the admin you want to assign to additional employers
Search for the employer by name
Click "Add Employer" to assign them
For Employer Admins:
Navigate to Employer Settings
Click the "Invite New Admin" button
Fill out the form with their first name, last name, and email
Check "Read Only" if they should only have view access
Click "Create Admin"
Troubleshooting:
If you receive an error when trying to invite someone, the admin may already have an account in our system.
Agency Admins: Use the "Add Admin" button to add existing admins to employers as described above.
Employer Admins: If you need to add an existing admin, please contact your agency admin or email us at ops@anuvi.io.