Current team and organization administrators can grant administrative privileges to regular associates at either the team or organization level.
To perform these updates, you must use the web version of the Mesh AI system.
Granting Organization-Level Permissions
Current administrators can delegate administrative or viewer privileges across the organization by following these steps on the web platform:
Step 1: Access Associates – Navigate to the Organizational Associates tab.
Step 2: Select Member – Click the three dots icon next to the name of the associate whose permissions you wish to edit.
Step 3: Assign Role – In the permissions section of their profile, check the Administrator box for the entire organization or specific teams. You can also grant Viewer permissions using this same method.
Step 4: Commit Changes – Click "Save" to ensure all updates are applied.
Granting Team-Level Permissions
If you are not an organizational administrator but hold administrative rights for specific teams, you can manage permissions directly at the team level:
Step 1: Access Team Associates – Navigate to the Associates page of the specific team for which the associate requires administrative access.
Step 2: Edit Profile – Select the option to edit the associate's information to modify their current privileges.
Step 3: Assign Role – Check the box labeled "Is an administrator for the team" to grant the associate administrative privileges for that specific team.
Congratulations! You have successfully granted administrative privileges to your associate.