We have two options for tackling this:
Add them to the account as an Administrator under a new email
It is generally recommended that you use the Promote Existing Staff Member feature, let’s see why that is.
Using the Upgrade Existing Staff Feature
If you decided not to use the Upgrade Existing Staff feature your only other option would be to add this Employee as an Admin under a different account, i.e. using a different email address. Here are two areas where this would inconvenience your workflow:
You’ve just added a form/edited a form and would like to preview/test it. The best way to do this would be to assign it to your Staff account, which would allow you to complete the form just as your Employees would.
Another instance is cases where Administrators themselves would need to complete forms. Without using
In either of these scenarios, you would need to open a separate incognito window in your browser, or use another browser completely - constantly having to manage two separate would impact your productivity quite severely.
The Promote Existing Staff feature solves this issue by upgrading the account itself to Administrator, this allows the Staff Member to continue using the same account. In addition to their new account level, Admins will also be presented with a new screen, featuring a hybrid view of Admin-related tasks and the Form-related tasks that Staff Members of the Employee Staff Type see.
Now that we know the why here’s the how. To use the Upgrade Existing Staff Member feature:
Click Settings
Click Admin Users
Click the drop-down arrow next to the New Admin button
Click the Promote existing staff button
On the page that follows, begin typing in the name or email of the employee and select their profile from the list.
Once you’ve located the user whose account you’d like to upgrade, click on the item to reveal the Admin Access option.
If you’ve purchased WorkBright’s User Permissions feature, you’ll also find the Restricted Access option here. Selecting this option will allow you to set this admin up with a Restricted Access policy, which will allow you to grant them to edit their access privileges at a very granular level.
Your New Admin View
Once a Staff Members account has been upgraded from staff to Admin, their admin dashboard is also updated to a new view. Pictured below are two images of what the Admin dashboard usually looks like and what it will look like:
The updated view features a hybrid screen that combines the normal staff member view (pictured in the right part of the first picture) with a new Admin view.
Accounts that were added to the account as Administrators see the first view on the top, without the forms on the left.
Hopefully, from here you can get a better idea of how much easier it would now be to test forms, etc as an admin, as you’ll be able to do it from the same account.
Revoking Admin access
To remove admin access from an account, click the drop-down next to their name and click the Remove Admin Access button.
Revoking Staff Access
If you would like to remove the Staff Account and keep just the Administrator account, click the open profile button from the settings page, or search for the user in the top left corner of the screen. After you’ve located the user, click their profile and then click the Employment tab. Click the Change Status drop-down arrow and then click the Remove Staff button to delete the account completely. Please keep in mind that this would also delete these Employee’s Admin accounts.