Administrators are a special kind of Team Member with some additional management rights and obligations.
What can Administrators do?
Some of things Administrators can do that regular Team Members cannot is: edit the Portal Settings, create Team Members, reset Team Member passwords, suspend Team Members, delete Dossiers, delete Workflows and turn a Team Member into an Administrator.
Administrators have obligations that include making sure your organization complies with our Terms and Conditions, specifically relating to security, billing and making sure that you are not using the portal for anything illegal.
Someone has to be responsible for how you, your Team Members and your Clients use your portal. That someone is every single Administrator. As set out in our Terms and Conditions, all Administrators together and individually are responsible for compliance with our rules and the law.
Some of those obligations include:
- Never make your portal look like it belongs to an organization without that organization’s permission (No phishing!)
- Make sure you pay your bills on time or we might have to shut you off.
- Make sure the portal contains no illegal information.
- Make sure your portal complies with your local rules for ecommerce if you use our Invoicing component.
Please read our Terms & Conditions carefully.
Create a new Administrator
When you create a new Team Member, you see a toggle that asks you if this Team Member should be an Administrator. Set this toggle to Yes to create a new Administrator.
Promote or demote a Team Member to/from Administrator
In order to change a Team Member into an Administrator (or the other way around), go to the Team Member’s Profile and change the Admin toggle to the position of your choice.