Administrators have access to the control panel and have permissions to perform all actions like:
- Manage clients
- Manage leads
- Manage employees
This role is for business managers or administrators, while the employee accounts are for field workers. Therefore, we show you how to create new administrator accounts.
1- Open your “Admins” page
For this, you need to go to Settings > Admins. You’ll see a spreadsheet containing all your administrator accounts.
2- Add a new account
You need to click on Add New in order to add a new administrator account.
3- Configure the new account
Now you need to select the new admin Email, Name, and Password.
Once you select those three elements, you need to click on Create New Admin. You also have the option to create other admins after this one; just click on Save and Create Admin.
If you go to the Admins page, you’ll see your new admin on the spreadsheet.