Adding an Admin
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

Follow along with the above video to learn how to add a team member to your Admins tab.

When someone joins an organization, a super admin may add them to the organization’s team on Admins under the Setup tab.

To begin, you can select the Add Admin button to the top right of the Admins page under Setup Tab.

As prompted, check to see whether the user already exists by inputting an email or phone number.

  • If the user exists, simply add the member by selecting Add Member, as shown below. The member is now part of your Admin tab!

  • If the user does not exist, click Create New Member, and continue to the next steps.

As prompted, input general information about the new member. First and last name are required and so is an email or mobile phone number; you can also add the member's birthday for improved communications and records. Be sure to toggle on Send Invitation to alert the new member of their status via the email and/or phone number provided and have them create their account.

When finished, select Create New Member as shown below.

The new member will now receive an invitation to sign up. The email/text received by a new member will appear as such:

The new member will now appear on your Admins page as a Member. To give them more access, you will want to edit their role to be an admin or super admin.

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