1. User Guides and Support
  2. Organisations, Implementation Partners Access

Managing an Organisation Administrator

Organisations require administrators to perform actions on your portal

    Organisation Administrators (“Org Admins”) are key personnel within your organisation responsible for maintaining all activities, data, and reports. 


     

    Adding an Administrator

    To add an administrator to your organisation, follow these steps:

    Super Adminstrators can perform this action for all organisations across your portal. If you do not have these rights, kindly request your Super Admin to complete the steps below

    1. Log In: Access the platform as a Super Admin or an existing administrator.
    2. Navigate to Organisations: Click on [Organisations] at the top of the home page or from the left-hand tab.
    3. Select Organisation: Use the search bar to find and select the desired organisation.
    4. Access Administrators: Click on [Administrators] on the left-hand side of the platform.
    5. Add Details: Enter the new administrator’s details.
    6. Send Invitation: Remind the new administrator to check their email (including spam/junk folders) for the invitation.
    7. Confirmation: Once the invitation is accepted and they log in, they will appear under the Administrators Tab for the selected organisation profile.

     


     

    Requesting Admin Rights

    If a team member wishes to request administrative rights, they should:

    1. Log In: Access the platform.
    2. Navigate to Organisations: Click on [Organisations] at the top of the home page or from the left-hand tab.
    3. Select Organisation: Choose the organisation they want to manage.
    4. Request Admin Rights: Scroll down and find the ‘Is this organisation yours? Request admin rights section on the right-hand side.
    5. Approval Process: The platform Super Administrator will receive a request for approval. Wait for up to 24 hours for the approval email. Follow up with the platform administrator if necessary