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How to: Add another administrator

Share the workload by giving a church admin, coordinator or pastor access to your account.

Summary: Administrators manage your account and keep trainees up to date with their training and screening. Adding another administrator is a good way to share the workload, or to give people in different roles (such as a church admin, Safe Ministry Coordinator or pastor) access to trainee statuses.

Steps

  1. Log in to the dashboard and click Settings.

  2. Select Account Administrators from the menu.

  3. Click Add New and enter the new administrator's details.

  4. Choose their email settings and access level (you can change these later):

    • Receive Alert emails: whether they're notified about trainee activity. Choose All alerts, Only alerts about leaders, Only major alerts or No alerts (the default).

    • Receive Summary emails: choose Weekly to send them the Weekly Snapshot email, or Never (the default).

    • Receive Invoice emails: choose Monthly if they handle your account's billing, or Never (the default).

    • Administrator Level: Standard (the default) lets them manage trainees but not other administrators. High also lets them add, edit and remove administrators.

  5. Choose one of two options:

    • Add new admin: adds them to your administrator list. To log in, they click Create new password on the login page.

    • Add and email password: adds them and sends them an email inviting them to create a password.

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