An Agent Administrator is a person who has access to the Office Dashboard. This is usually for directors and admin employees. They are also responsible for managing office profiles, which include team management, updating office details, and ensuring smooth coordination of office-related activities.
How to add an Admin:
Step 1: To grant admin access to other admins in your office, head to "Team & Admins" page.
Step 2: Click "Add Admin User" , and this will launch a pop-up. Simply enter the required email address and click "Invite Admin".
Step 3: They will then receive the following email, and they can accept the invitation.
How to Remove an Admin:
This can be done by any other admin user by clicking on the cross next to another admin's name. You cannot remove your admin access.
Navigate to the same page and go to "Admin Access" section. Select the "x" button. A pop up message will appear and ask you to confirm if you'd like to remove admin access to that email address. Select "Yes, remove access".
If there is only one person who has admin access and they need to be removed (for example, they have moved to another office), you may request additional assistance from one of our team members and speak with them. If you manage multiple offices, you can add and update team member details for each office independently via the dashboard. Each office location maintains its own set of managed team members, enabling flexible team organization.
Admin Agent Access (New release)
Admins have a lot of responsibilities, from onboarding and training to troubleshooting agent RMA accounts. To make admins' jobs easier, we’ve worked on removing any barriers so admins can quickly step in and make real improvements to agents' and agencies' RMA experiences.
Now, admins can do things like:
Update profile photos and details
Post on behalf of agents in Social Studio
Access individual agent widgets and integration tools
These updates help admins make a bigger impact while supporting agents more efficiently!
For more information, you can check this LINK.