How To Assign An Administrator Role

Goal

• How to assign a role to a Team Administrator

Environment:

• Push Web App

Process:

Assigning to a new Administrator

1. Click the Company Name in the top right hand corner 
2. In the drop down menu, click Company Setup,
3. On the left hand navigation bar, click Administrators
4. Click Add a new Administrator
5. Under Personal, input the First Name, Last Name, and Phone Number associated with the Administrator
6. Under Email, input the email address that the Administrator will use to login 
7. Check/uncheck the box that corresponds with Send/Resend Welcome Email 
8. Under Type, click the drop-down menu and select Team Administrator 
9. Under Role, click the drop-down menu and select the specific Role
10. Once done, click Add Administrator

Updating an existing Administrator

1. Click the Company name in the top right hand corner
2. In the drop down menu, click Company Setup
3. On the left hand navigation bar, click Administrators
4. Under Edit, click the Pencil icon that corresponds with the Administrator
5. Under Role, click the drop-down menu and select the specific Role
6. Once done, click Update Administrator
7. In the pop up, click Cancel if you require changes or OK if you are ready to replace the Administrators Custom permissions with the Role permissions

Additional Information

Please note, that Administrator Roles can only be assigned to Team Administrators. Once you have assigned a Role, the page will refresh back to the main Administrators page and you will see that the specific Role has been assigned to the team member. 

When updating an existing Administrators permissions from Custom to a Role, please ensure that you read the pop up prior to clicking OK. Once OK is selected, the changes to the Administrators permissions cannot be undone. You will be required to manually adjust the permissions if necessary. 

The Administrator Roles feature is currently available on the Premium Subscription.

If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team. 

Related Articles

• What Are Administrator Roles?
• How To Create An Administrator Role
• How To Convert An Existing Administrators Permissions To A Role
• How To Deactivate An Administrator Role
• How To Reactivate An Administrator Role
• How To Edit An Administrator Role