There is no limit to the number of team members that can be granted administrative privileges within your account. First, you'll need to invite your new admin to join your account and then assign them to an admin role. Alternatively, you can promote an existing org member. In this article we'll provide the following instructions to help you add a new admin:
- Add a New Admin to Your Account With a Template-Connected Card
- Add a New Admin to Your Account With an Unconnected Card
- Promote Your Org Member to an Admin
- Promote Your Org Member to Account Owner
Add a New Admin to Your Account With a Template-Connected Card
If the person that will become your admin is not already a member of your account, you'll need to invite them to claim a card to add them to your account. If you would like to issue a card that is connected to one of your templates, you'll need to create a template and then follow the steps in this article to create a card and issue it to your future admin:
Please note: if you are already using all of the seats in your plan, inviting a new user will add an additional seat. You will see a pro-rated charge for the additional seat on your next invoice.
- Instruct your new user to claim their card. After they claim the card, their status will change from "Invited" to "Active" on your company dashboard and you can now jump to the final headline in this article to promote them to an admin role.
Add a New Admin to Your Account With an Unconnected Card
You can also invite a future admin to join your account by sending them a unique card that is not connected to any of your templates. In order to do this, first, you'll need to follow these instructions to create a card for your future admin:
After you have created the card:
- Go to your Company dashboard in the admin profile
- Click + Invite Users:
- Enter the new user’s information, select the card they will be issued, then click Send Invite:
Please note: if you are already using all of the seats in your plan, inviting a new user will add an additional seat. You will see a pro-rated charge for the additional seat on your next invoice.
- Instruct your new user to claim their card. After they claim the card, their status will change from "Invited" to "Active" on your company dashboard and you can now jump to the final headline in this article to promote them to an admin role.
Promote Your Org Member to an Admin
If the team member that will be your new admin has claimed their card and joined your account, you can grant them admin permission by following these steps:
- Log into the web app and select the admin profile
- Use the left side panel to go to your Company dashboard:
- On the Company Dashboard, select the user that you would like to receive admin privileges
- In the panel that opens, use the dropdown menu to change their role from User to Admin:
- The user will now have admin access. They may need to update their profile by refreshing their screen or logging out and logging back in to see their new access.
Promote Your Org Member to Account Owner
If you would like to transfer the role of account owner to your newly added org member, please follow the steps in this guide: