Applies to Basic

Applies to Business

⬢ Only Team Admins can utilize the features discussed in this solution.

Admins are a central part of managing your team. In addition to the standard user permissions, admins can:

  • View information on the Team's health and performance with the dashboard.
  • Update billing information and download invoices.
  • Manage user access with invitations and deactivations.
  • Modify settings for integrations such as with Slack.
  • Serve as an authority when contacting us for troubleshooting or issues that need developer assistance.

We strongly recommend that a team assigns at least two admins. This way, if one admin is out of office or otherwise cannot access the team for some reason, a backup exists for any emergency management needs. How many you assign overall will vary by the needs of your team.

To change Admin status of a user, an Admin of the Team can use the left hand navigation to head to 'Settings' -> 'Manage users'. While navigating the list of Active users, clicking the three dots in the rightmost column will pop up an option to 'Make Admin':

Once selected and the confirmation prompt is accepted, the user will be made into an Admin instantly.

There may come a time when you have to remove a user's Admin access that has been previously granted. Whether it was a change in staff positions within the Team, or because time constraints were an issue for the user, or perhaps there was an error when trying to make a different user an Admin, we provide the option to Revoke a user's Admin status. Revoking is done much the same as granting, by clicking the three dots of an Active user:

Once this option is selected, and the confirmation prompt is accepted, the Admin privilege level is removed for that user and they are reverted to a normal Member role.

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