Add New Administrator

About this feature: Administrator profiles enable users to have access to features to view, create, modify, and delete settings and profiles in your organization’s account. The level of feature access each Administrator profile has, will depend on the “Settings” selection made in step 3, of the instructions below. 

  1. Go to People, then click on “Add Admin” found in the sidebar under Administrators 
  1. Fill in the fields in the “Contact Information” section. Usernames (not case sensitive) must be at least 8 characters long and unique across all Better Impact accounts. They must not start or end with a space and cannot have two or more spaces in a row within the username. Passwords (case sensitive) must be at least 12 characters long. Passwords must also contain at least one uppercase character, one lowercase character, and one number
    • NOTE: Better Impact will check to see if the email address you enter is already in use in your organization. This is only a warning. It will not prevent you from creating an administrative profile that has the same email address as another one of your profiles. 
  1. Scroll down to Settings and choose an Administrator Role:
    • Full: full access to all menu options 
    • Limited: access to a limited set of menu options, as specified by a full administrator 
    • Module: access to menu options associated with the selected module(s) 
    • No system access: no administrative access 
  1. Choose which email Notifications this administrator should receive 
  1. Contact Person: checking this box enables users to send an email to the administrator from their profile
    • Title: add the administrator’s title which will be displayed to the user in their CONTACT tab along with the name of the administrator and their organization 
  1. Finish this step by clicking the [Save] button. If custom fields have been added to the Admin Module, continue by adding other information to the administrator’s profile 
Updated on March 14, 2024

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