Would you like to add a branch administrator so that they only have access to their own branch?
Nothing could be easier! First of all, two conditions are required:
-
you must have the super user role,
AND - the branch must have been created in your account.
As soon as you have access rights to the administrator settings, you can add a branch administrator yourself from the platform.
There are 2 possible scenarios:
- First, the branch administrator already exists among the super users. In this case:
1. Go to the Branches menu.
2. In the Branches tab, edit the branch for which you want to assign an administrator.
3. In the Administrator(s) field, select the email address of the super user who should be the administrator of this branch. You can select several branch administrators.
4. Save this change.
💡If you later need to add another branch administrator, the procedure remains the same.
- Second, the administrator does not yet exist among the super users. To do this:
1. Go to the Branches. menu
2. In the administrators tab, manually add the new administrator.
3. Add their email address and give them the necessary access rights.
4. Assign the administrator to one or more branches.
5. Save this action.
Your branch administrator appears in green and now only has access to their assigned branch or branches.
💡You can have several administrators for the same branch.
If necessary, you can always delete a branch administrator.
A branch administrator can no longer be a super user of the account.
Comments
0 comments
Article is closed for comments.