Admin - Adding a Manager and Administrator

This Article Covers:

• The difference between an administrator role and manager role.
• How to add a new administrator or manager.
• How to assign an admin/manager to a community portal.

Difference Between an Administrator and Manager Role:

• Admins can generate reports on all communities and request additional communities to be added to their portfolio from within the FS Admin Dashboard.
• Admins can add other admins/managers.
• Managers cannot add other managers or admins.
• Admins can assign the admin permission to a manager or remove the admin permission from other admins.

Important: A new admin/manager must be invited and also assigned to each community portal that they manage.

Follow These Steps:

1. Log into the FRONTSTEPS Admin Portal
   Note: If you are already logged into a community portal, click the drop-down arrow next to the community name at the top and select Manage Communities.
2. In the Admin Dashboard, click the Managers menu (on the left):
   
3. Click +Manager (upper-right corner) and on the New Manager page:
   1. Fill out the Notification Email, First Name, Last Name, Country Code, and Mobile Number fields (all required).
   2. If the new user needs admin level permission, toggle on the Administrator button.
   3. Click the toggle next to any community that the new user needs to manage/access.
      
4. Click the Send Invite button
   Note: The new user will receive an invite that includes a link to activate their account and set up a password.

Additional Information:

• Admins can return to the Managers page (step 2 above) to:
  • Grant/revoke admin permissions
  • Grant/revoke access to community portals
• Remember to add your admins/managers to new community portals as new communities are onboarded.
• As an alternative to assigning access to an admin/manager via the Managers page, an admin can:
  • Click the My Associations menu (instead of Managers menu).
  • Locate the community on the Associations page that loads and click the View link next to the community name.
  • Select the user to be added from the drop-down menu (upper-right) and click Add.