Introduction
Purpose: This guide explains how to manage admin accounts in SocialLadder, covering steps to add new admin users, edit existing accounts, and assign specific features or permissions.
Context: The “Manage Accounts” section within Settings provides essential tools for portal admins to control and customize admin access for effective program and ambassador management. This includes:
Adding and editing admin users.
Assigning features, such as chat functionality.
Managing account access restrictions.
Note: Certain advanced permissions are under development. For role and access permissions, please contact SocialLadder Support or your Customer Success Manager (CSM).
Accessing and Managing Admin Accounts
The Manage Accounts section under Settings allows you to:
Add and edit admin users.
Assign features, such as the Chat functionality.
Manage account access restrictions.
Note: If you do not see the Manage Accounts option due to access limitations, this feature is currently under development. Please contact your Customer Success Manager (CSM) or SocialLadder Support to enable roles and access permissions. For more information, refer to Understanding Admin Roles in SocialLadder.
Steps to Manage Admin Accounts and Roles
Navigate to Manage Accounts
Go to Settings → Account Settings → Manage Accounts.
Adding and Editing Admin Accounts
To add a new admin account:
Click Add User in the Manage Accounts section.
To edit an existing admin account:
Select the account and update permissions or access levels.
Account Types:
Reporting Seat: Limited to viewing reports, ambassador profiles, and content. For details, refer to: Reporting Seats Overview.
Manager Seat: Provides full access to all SocialLadder features.
Assigning the Chat Feature
Follow the steps in the Enabling the Chat Feature article.
Note: This functionality allows direct communication with ambassadors.
Access Restrictions
If the Manage Accounts option is unavailable:
Contact SocialLadder Support for activation assistance.
Best Practices/Tips
Regularly review permissions: Periodically verify admin account access to ensure proper control.
Restrict Access: Limit admin access only to those for effective program management.
Define Clear Roles: For feature-specific permissions like the Chat functionality, clearly communicate roles to avoid team confusion.
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