Do you work with any companies that have an internal IT department that you co-manage? This guide will show you how to add them as an admin at the customer level.
Adding a new co-managed admin
Step 1: Accessing the Partner Dashboard
Start by logging into your partner dashboard.
Click the desired company you want to add the co-managed admin to.
Select Users on the left-hand menu.
Select the Admins (Hammer Icon) and then select Add Admins.
You can then add the admin by filling in First Name, Last Name, and email address.
It's important to note that someone can be both a "user" and also an "admin" on any given customer account. The system views these two as separate, so you are able to have the same email address for both users and admins at the customer level.
There is currently no option to make an existing user an admin automatically. If an existing user on a customer account needs to be made an admin of that customer account, you (the partner admin) will have to go through the manual steps above to add an admin separate from the user.
Multi-company-level admin access
You can add company-level admins to multiple companies. Company-level admins within multiple companies can switch between all companies they have access to, similar to a Partner Admin (without the ability to access partner-level information and features).
To give a company-level admin access across multiple companies, you must navigate to each company and add them as an admin under the "Admins" tab on the Users page.
To switch companies, use the switcher at the top right corner of your screen (as shown in the following screenshots).
⚠️ Deleting Company-Level Admins: Beware that when you remove an admin from one company, the system will remove them from ALL companies they have access to in the portal.
How to delete a co-managed admin
In the admins section of the user management page, select the red delete icon next to the admin you'd like to remove.
As the prompt says, this action cannot be undone. If you'd like to get that admin back into the platform, you'll need to re-invite them as a new admin.
Once you click Delete, the admin will be removed from the platform.