The ability to edit Admins is something that any full admin in your organization can do. This functionality is used to update the permission type of the admin or update the name or email of the admin if they do not have an employee profile.
Let's look at how to access this feature.
Navigate to the settings page via the navigation bar.
On the settings page, go to the left side bar and select Admin Users found under the Company section.
On this page, you will see all the admins and their associated information. To find the admin you want to edit, you can scroll through the list or use the search bar on the right side of the page.
Once you have found the admin that you want to edit, click on the downward-facing arrow on the far right of their row. In that dropdown, you will see your edit options. (Edit Admin, Delete or Remove, Other)
Edit Admin
When you click into “Edit Admin”, you will go to a new page.
Here you can update: Admin Name, Admin Email, and Permission Policy.
Note: You can not create a new policy here or update an existing policy only update which policy this admin is in. To learn more about how to update or create a policy, please review this article.
Once you have made your updates, you can click “Save”, and you will see this pop up at the top of your screen.
If you find that you do not need to make any changes, you can click “Cancel”, and this will bring you back to the Admin Users page.
Delete Or Remove
Now, let's look into “Delete Admin” or “Remove Admin Access”
This Option that is reflected in red, will show differently depending on if your admin has a Staff Profile or not.
No staff profile.
This option will appear if you do not have an Employee Profile created for this admin.
If you do decide to delete the admin, you will get a pop up with this warning.
If you proceed to delete, the staff member will be removed from the admin list and no longer be connected to your WorkBright account via that login.
Staff Profile Created.
If the admin did have an employee profile set up, the drop down will look slightly different. In place of “Delete Admin”, you will have “Remove Admin Access”.
When you select this option, this pop-up will populate.
If you proceed to remove admin access, the staff member will be removed from the admin list but will still be able to log in to WorkBright and use it as an employee.
Other
In some cases, you will see a third option. “Resend Welcome Email”. This will issue the confirmation email that the staff member needs to complete to gain access to their account. Once you click that option, the request will be resent to that staff member. There will be no indication that this was done.
That is the essential information on editing your admins. If you want to learn more about how to manage your admins please see our Adding & Managing Administrators collection in our knowledge base.