Inviting and Editing Admin Licenses

Inviting and Managing Admins in Regpack

Owners of your organization’s Regpack account can invite new admins and manage their permissions through the Admin Management module. Here’s a step-by-step guide to help you invite, configure, and manage admin accounts.

Inviting a New Admin

Set Up the Account Profile

1. Navigate to Settings > Admin Management. or click here while logged into your Regpack Account.
2. Click the + Invite New Admin button at the top of the screen.
3. Enter the new admin’s information in the Profile tab.
4. Toggle Organization Owner access to ON/OFF as needed.
5. Click Go To Next Step.

Determine Project Access

1. In the Projects tab, enable or disable access to all projects:
   • Enable Access: Grants access to all current and future projects.
   • Disable Access: Requires manually adding specific projects.
2. Click + Add Project to assign project access.
3. Decide whether to set any project-specific permissions (see below).

Selecting a License

1. In the License & Billing tab.
2. Select the appropriate license type for the new admin:
   • Reference the admin license guide for detailed information on license capabilities.
   • If you need to change the license type in the future, follow the instructions below.
3. If not subscribed to a pack, you'll need to make a payment immediately for any Super Admin or Financial Admin additions.

Editing an Existing Admin

To edit a specific admin, click their name in the Admin Management module. A side panel will display with three sections:

1. Profile:

   • Edit the admin’s login email, name, owner status, and password.
   • If you need to change the admin’s email, invite a new admin and delete the initial account.

2. Projects:

   • Grant or revoke access to specific projects.
   • Adjust admin permission levels for each project.

3. License & Billing:

   • Upgrade or downgrade an admin license (e.g., Super Admin, Financial, API, Collaborator, or Guest).

When finished, click Update Profile, Add Project, or Update Admin Level to save your changes.

Per-Project Permissions

Admins can have customized permissions for each project they access.

Setting Project Permissions

1. In the Projects tab, hover over a project and click Set Permissions.
2. Choose from the following options:
   • Default Access: Based on their license type.
   • Limited Access:
     • Specify which users the admin can view.
     • Limit access to project modules (e.g., settings, products, reports, emails, forms).
3. Adjust payment information access and user visibility:
   • User visibility options are determined by filters in the User Management module. Here’s how to create a filter.

Summary of Admin Management

• Profile Tab: Edit the admin’s name, password, and owner status.
• Projects Tab: Assign project access and configure permissions for each project.
• License & Billing Tab: Assign or adjust the admin’s license type.

By using the Admin Management module, you can efficiently control who has access to your Regpack system and tailor permissions to meet your organization’s needs. For additional assistance, contact support@regpacks.com.