Assigning Multiple Administrator Roles

The organization's Owner can appoint employees to different roles. The roles within an organization are:

• Owner Administrator Defined when the Main Administrator account is created
• Financial Administrator Assigned by Owner Administrator
• Multiple Administrators Assigned by Owner Administrator

Below is an outline of the procedure for assigning roles to organization members. The License Manager controls and assigns the roles located under settings in the primary Owner Administrator account.

1. From the Account pull-down menu, select “Settings” and then go to “License Manager.”

2. Select “License Manager.”

3. The main Owner Administrator account is identified by the icon of an encircled user.

To assign the role of Financial Administrator, complete the following steps:

1. Select the “User” to be assigned the Financial Administration role.

2. Select “Manage Roles.” A slide-out menu will appear on the right.

3. From the slide-out menu, select the Financial Admin icon by checking the “Billing” box.

4. Select “Update Roles” to complete the operation.

Please take note of the Expected Behavior Notice. For their role to become active, the new Admin must log out and back in again.

To assign the role of Multiple Administrators, complete the following steps:

1. Select the “User” to be assigned the Multi-Administrator role.

2. Select “Manage Roles.” A slide-out menu will appear on the right.

3. From the slide-out menu, select the “Admin Role” by checking the box next to the starred shield.

4. Select “Update Roles” to complete the operation.

Please take note of the Expected Behavior Notice. For their role to become active, the new Admin must log out and back in again.

The icon in the Roles column in the License Manager indicates the roles assigned to the organization's Administrators. The Owner can view and sort the roles assigned to the users by selecting the icon at the top of the role’s column.

The organization Administrator roles have now been assigned. Please note that if the Owner changes a user's role, the following behavior is expected:

ADDING: Team Members must re-login to refresh the screen to see the new role(s).

REMOVING: Team members will be immediately logged out of all sessions.