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Admins - add admin account

  • Updated

Video walkthrough:

Add admin account

  1. Once you have logged in, click on Admins in the left side menu and then the “Add Admin Account” button in the top right:

    newadmin1.png

  2. You will be taken to a new screen that asks you to first fill out the account details:

    newadmin2.png

  3. You will then be asked what level of access this admin should have: Restricted or Full Access. A restricted admin will allow you to limit the type of access the admin will have:

    For more information on admin permissions, please take a look at this help article here

    newadmin3.png

  4. Full Access admins will give the user unrestricted access to view and edit all pages in the admin dashboard, and you will be able to provide the admin with a budget to give out redemptions points to caregivers:
    admin.png
  5. To turn on Budget Access, click the toggle, and then set the amount of points you have allotted for this admin.

    Note: Budgets for all admins will reset on the 1st of the month.

    admin2.png
  6. Once you have decided on permissions, click on Save, you will see the following confirmation. A temporary password is then sent to the admin email:

    adminnew5 (1).png