For: Owners
Invite a teammate as an admin so they can use the admin dashboard. You can also change their role or budget, or remove them.
Steps
Open Admins. Go to Settings, then Admins.
Click Invite to Admin.
Choose the person. Use the New Admin tab for a new person. Use Existing Contact for someone already in Contacts.
Select a role. A role decides what the admin can see and do. Set a monthly points budget if you want a limit.
Click Send Invite. The person shows up in the Admins list.
How do I change an admin's role or budget?
Open the menu. On Admins, click the three-dot menu next to their name. Choose Edit Admin.
Change and save. Change the role or Monthly Point Budget. Then click Save Changes.
How do I remove an admin?
Open the menu. Click the three-dot menu next to their name.
Choose Remove from Admins. Confirm. Their profile stays in Contacts.
Good to know
To see what each role can do, see What can each admin role do?
A monthly points budget is the most points an admin can send each month. Owners can edit any admin's budget, including their own, from the Admins table.
Some admins are limited to certain groups. See What can an admin who is limited to certain groups see?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.