• How to assign a role
• How to set up a new custom role
• How to edit an existing role
• How to add an admin
• How to Remove/Edit access of current admins

Each group has at least one full-access admin. This role is initially assigned to the person who created the group.  A full-access admin can assign this role to other admins as well as edit permissions and roles for other admins. To help manage your organization, you can assign an unlimited number of admins and create an unlimited number of roles.​

Important note: users with the full-access admin role (or the role management feature as part of their role) are able to remove roles from other admins, which could inadvertently prevent them from being able to manage the group. Do not assign the full-access admin role or the role management feature to anyone unless you want him or her to have the ability to revoke other admin’s roles.

1. On the left navigation bar, click on Admins
   
2. Select the gear icon for the role you’d like to assign or edit
   
   • A dropdown menu of options will appear. Select the appropriate option from the menu to add a role
     
3. Select which member or add a new member if they have not been added to your group yet
4. Click on Assign role on the bottom right
   
   • On the View Leaders page you will be redirected to, you will need to send the activation email to the admin(s) you have assigned. The admin(s) will need to access this email to claim and activate their administrative account.
5. Click the Send Activation Email button for the admin(s) you wish to activate
   
   • An onscreen notification will appear to confirm that the email has been sent. Close the notification to return to the View Leaders page.
     

Once admins claim their account, they will be able to access the admin portal.

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1. On the left navigation bar, click on Admins
   
2. Click the Add a New Role button on the top right
3. Type the name of your role in the Role Name field
4. Select the features you want the admin to have access to
   • When selected, the permissions associated with the feature appears. The default permissions is set to Edit & View. If you desire to only assign view permissions, only select View
     
5. Click the Save & Close button at the bottom

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1. On the left navigation bar, click Admins
2. Select the gear icon for the role you’d like to edit
3. A dropdown menu of options will appear. Select the Edit role option
   • You'll be taken to the Role Details page. Here you can change the role name, add or remove role features by checking or unchecking the box, as well as assign edit and view functions to the role.
4. Click Save & Close at the bottom to complete the process

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1. Go to Admins
2. Click the gear to the left of the role the admin will be in
3. Select Add this role to members
4. Next to the search bar, select Add a new member
5. Enter First name, Last name and Email
6. Check next to the member(s) you want to make an admin
7. Select Assign role to selected member at bottom right
8. Send the activation email for the admin you have added
   
   

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1. On the left navigation bar, click Admins
2. Select the gear icon for the role you’d like to remove the admin from
3. Select the Remove Role option to the right of the name of the current admin

Note: Access will immediately be removed for the admin

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