Quick Reference Guide regarding Admin Licenses


 

About Admin Licenses
Feel free to contact your Customer Success Manager to confirm your admin license allotment or if you have any questions regarding your purchased licenses.

If your affiliate exceeds the amount of licensed Admins that was purchased, your CSM may reach out to you with a warning to update your Administrator count to compliance.

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There are a few options that allow you to view the number of administrators you are allotted, as well as options on updating if needed.

 

Quick Reminder on the Admin Roles
Each Administrator Role provides different levels of permissions. Also, not all roles will count towards Administrative Licensing, such as Analysts and Evaluators. Click on any of the links below to learn more information on each role:

Leverage the People Pillar
Within your Command Center > People Pillar, you will find a tab for 'Administrators'.

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This list displays your current count of Administrators as well as the Permission level each one currently has. For roles such as Pipeline Administrator and Moderator, you can see which specific Pipeline the Administrator belongs to, by selecting the blue link of each role.

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Clicking into each Pipeline will direct you to the Pipeline Setup > Roles where you can add/remove/update Users within these roles.

 

To Edit / Remove your Administrators

To add or remove 'System Administrators':
Navigate to your Enterprise Setup > Users > Administrators and you will see a list of all the current System Administrators. Select the red 'X' button to the right of each name will remove that user's System Administrator permissions.

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To add a new System Administrator, simply search the user within the search bar at the bottom. Once the user is found, select the 'Add Administrator' button to give them permissions.

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To add or remove 'Community Administrators':
Navigate to Community Setup > Initiatives > Communities to see a list of the Community Administrators for each Community.

Select the red 'X' button to the right of each name will remove that User's Community Administrator permissions.

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To add a new Community Administrator, simply search the user within the search bar at the bottom. Once you find the user you wish to add, select the 'Add Administrator' button to give them permissions.

To add or remove 'Initiative Administrators':
Navigate to your Pipeline Setup > Roles to see a list of the Initiative Administrators for each Initiative. Select the blue 'X' button to the right of each name will remove that User's Initiative Administrator permissions.

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To add a new Initiative Administrator, simply search the user within the user field. Once the user is found, select their name to give them permissions.

To add or remove 'Moderators':
Navigate to your Pipeline Setup > Roles and you will see a list of the Moderators for each Initiative. Select the blue 'X' button to the right of each name will remove that User's Moderator permissions.

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To add a new Moderator, simply search the user within the user field. Once you find the user you wish to add, select their name to grant them permissions.

 

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