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Best Practices: Administrator Profiles
Updated over 2 weeks ago

👀 Protecting your account access and data starts with your Administrators. Here are some suggestions on how to keep your admin profiles up-to-date and secure!

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👉 2 Full Admins: Be sure to have at least 2 admins with full access who are able to log in to their accounts.

👉 Staff change? In the unneeded profile, make sure to:

  • Update the Admin Role to No System Access

  • Change the Status to Archived

  • Update areas where the staff member may be listed (organization contact information, data security admin, application welcome message)

👉 Limited Admin Roles: Give admins who don’t need full access a customized Limited Admin Role.

👉 Annual Review: Schedule, at least annually, a review of your list of administrators.

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🤩 Admin Tip: Going through a staff change? Check out this help article offering tips for Administrator Transitions

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📖 These help articles provide written instructions for the steps above (If Applicable): 

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👋 Click Here to Join a User Group! - They are a great way to learn more tips like this and connect with other administrators like you!

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