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How to create a new admin

Here you'll learn how to create new admins & planners

 

  1. Make sure the new Admin/planner/consultant has already a regular account on the environment. (More info here: How to create a collaborator LINK)
  2. Click the gear icon, then select 'Settings'.
  3. In the left sidebar, choose 'Access and security'.
  4. Select the “+” icon

Fill in the required details and select “Add manager”
To customise your own role, please review following manual:
LINK TO How to create manager roles in settings