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How do I add or remove an admin user to my account?

How Owners invite a new admin, change an existing admin's role, or remove an admin from a Jolly account.

For: Owners

Inviting a new admin

  • Log in and go to Settings -> Admins

  • Click Invite to Admin

  • Fill in the relevant information for a New Admin or select an Existing Contact

  • Select their role

  • Click Add admin

Changing an existing admin's role

  • Go to Settings -> Admins, find the person, click the three-dot menu, select Edit Role, and save.

  • Only Owners can assign or change roles for other admins.

  • You can set the Monthly Send Points Limit from this menu.

Removing an admin

  • Locate them in the list and select Remove from the three-dot menu. This doesn't affect their employee profile in Contacts.

Jolly has five default roles: Owner, Manager, Finance, Recruiter, and Staff. For a full breakdown of what each role can see and do, and how to set up custom roles, see What are the admin roles in Jolly and what can each one do?

Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).

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