AdminPermission Access Levels
Admins at this level have their respective organizational rights extended to all departments, lists, topics, and projects in the organization. This doesn't preclude higher privileges at the department or project level - i.e. is common to see an administrator with "View" rights at the organizational level and "Administrator" rights for a specific department.
Admin rights apply to this department and all its respective lists, topics, and projects. This doesn't preclude higher privileges at the project level - i.e. is common to see an administrator with "View" rights at the department level and "Administrator" rights for a specific project.
The most specific form of admin rights, granted to a specific project. This applies to all associated assets for the project, such as email campaigns and social media posts, but does not include CRM access outside of the project.
How to add an organizational or departmental administrator
To get started, we want to set up an account for the new kid on the block and email them a link to access it.
To create a new organizational administrator (admin), on the Home page, click on the Settings menu option.
On the Settings page, navigate to the Admins page.
On the Admins page, click Add New Administrator to customize a new organizational admin’s profile.
In the New Admin Email Address dialog, type the customer’s email address and click next.
Under scope, you can designate this admin as an internal team member, external consultant, or community partner. This setting will not change the level of access they receive, but it helps keep your administrators organized by type for easier future management.
Under 'Permissions', select the desired level of access you'd like for this admin to receive. Organization-wide permissions will be extended to every project and department. If you have an enterprise account, departmental permissions are extended to every project and topic within each department.
Learn more about roles and permission levels here.
Once you click 'Add Administrator', an email will be sent to the new organizational admin with a link to their newly-created administrator account.
How to add project-level administrators
Setting up a new project-level administrator can be done by selecting 'Project Admin' in the above workflow, or on the individual project or topic dashboard under the settings tab.
From your Home page, click on the project to which you wish to add a project-level administrator (admin).
On the project admin dashboard, click on the Settings button.
On the Settings tab, scroll down to the Administrator section and click on the Add New Admin button.
Under Add by email address, type the email address of the customer you wish to assign as a new project-level admin and click Add as Project Admin.
An email will be sent to the new project-level admin with a link to their newly-created administrator account.