Inviting and Editing Admin Licenses
8 min
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 docid\ cxfmkjjlo kr59ld4zfzy set up the account profile navigate to settings > admin management or click https //www regpack com/reg/admin/admin mgmt/ while logged into your regpack account click the + invite new admin button at the top of the screen enter the new admin’s information in the profile tab toggle organization owner access to on/off as needed click go to next step determine project access 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 click + add project to assign project access decide whether to set any project specific permissions (see below) selecting a license in the license & billing tab select the appropriate license type for the new admin reference the https //help regpack com/admin license types and access levels for detailed information on license capabilities if you need to change the license type in the future, follow the instructions below if not subscribed to a pack, you'll need to make a payment immediately for any super admin or financial admin additions docid\ cxfmkjjlo kr59ld4zfzy to edit a specific admin, click their name in the admin management module a side panel will display with three sections 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 projects grant or revoke access to specific projects adjust admin permission levels for each project 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 docid\ cxfmkjjlo kr59ld4zfzy admins can have customized permissions for each project they access setting project permissions in the projects tab, hover over a project and click set permissions 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) adjust payment information access and user visibility user visibility options are determined by filters in the user management module https //help regpack com/how to create a saved 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 mailto\ support\@regpacks com
