❶ Invite an administrator
👉 Step 1: Go to Settings > Members
Here you will find the list of people with access to the administrator platform (the hub).
👉 Step 2: Click on Invite
There are several ways to add a member:
Search for them directly in the search bar, if they are an employee in your Workspace.
If they are not a synchronized employee, add their e-mail address to the search bar and then press "Enter".
👉 Step 3: Send the invitation by clicking Confirm
❷ Customise omise the rights of my administrators
Click on View details
👉 What kind of rights ?
You can have two types of user, "Administrator" or "Read-only".
To do this, click on Administrator > Read-only / Administrator
👉 Modify the rights per module
You can also change the access rights for certain functions. To do this, click on :
Rights > and tick or untick the features to which you wish to give/withdraw access.
❸ The super administrator
The administrator marked with a crown 👑 is the super administrator of your workspace: they are the account owner.
The super administrator cannot be deleted directly.
To change the super administrator (ownership transfer), send us a request via the chat: our team will make the change.
Note: after the transfer, the former owner loses their rights. If they need to keep access, they must be re-invited as an administrator.
❹ An administrator leaves the company
When an administrator leaves the company, remember to remove them in two places:
On the admin side: Settings > Members > View details for the person > Deactivate.
On the team side: the person is also present as an employee (Team tab). Remember to deactivate / remove them there too.
If this is the super administrator (crown 👑), they cannot be removed directly: contact us via the chat to transfer ownership first.