Remember that you have a limited number of Admin users based on your selected plan package. You can always upgrade to more users for a monthly charge. If you are a non-profit, you are allowed 3 Admin users. If you are on the Pro Plan, you can add up to three additional Admin users for $30/month per user.
Head to the My Company page and follow these steps to add another Admin User:
Step 1 - Users > Admin
Select the Users tab from the top banner and click on Admins.
Step 2 - Add Admin
Select the + button on the top right corner to create Admins.
Step 3 - Enter Information
Fill in all relevant Admin information in the drawer that opens to the right screen, including the following:
Basic Information
Add the following information for the Admin User (cell phone number is optional):
First and Last name
Email address (to be used for both communication and the admin login; please DOUBLE-CHECK this email for accuracy)
Cell Phone Number
Role and Assignments
Create Roles to categorize and give permission to users. You can create as many roles as you need to by clicking the blue plus button.
Name the role and select which permissions you want to provide the Admin. There are 28 permissions available for Admins. These permissions are described in more detail in this support article.
Assign the role to the Admin User by checking the box beside the role:
Next, assign the Location(s) and Company(s) you want the Admin user to access.
Notifications
Lastly, select which notifications each Admin receives. These email notifications include the following:
Receive failed customer payment emails (not currently functioning)
Receive new enrollment emails
Receive enrollment rescheduled emails
Receive enrollment cancellation emails
Step 4 - Save
Click "Save," and you're done. You can edit your Admin Users anytime by clicking on the pencil icon next to their name.