Overview

This article provides a step-by-step guide on how to add and manage administrator users in AdvocateHub. It includes instructions on accessing settings, adding users, editing user details, and managing user notifications and permissions.

Information

Follow these steps to add or edit admin users in your AdvocateHub. The process involves navigating through the settings menu, managing user details, and ensuring proper role and permission configurations.

Step 1: Accessing Settings

Go to the top menu bar, open the dropdown menu from the gear icon, and select Settings.

Step 2: Navigating to User Management

In the left-hand menu, go to System > Admin User Management.

Step 3: Adding a New User

Select the Add User button to add an additional user. You will be prompted to fill out this form for each new user.

Step 4: Editing Administrator Details

Click on the Administrator's name to see more details about them and to change their email address, profile information, User Type, email notification preferences, and disable the administrator account.

For more information on User Type and Role management, please see the Administrator Role / Permissions Management article.

Step 5: Sending Notifications to New Users

The option to "Send notifications to this user" sends out an email to the user you have just created. It gives them a link to follow to log in to their account for the first time and set up their password. If the user doesn't receive the email, you can resend it by returning to the user management section of the settings.

Here's an example of the email invitation content with subject: {Hub administrator Name} invited you to {Hub Name}.

Note that the administrator invitation link will expire in 30 days after the day the email invitation was sent.

Step 6: Disabling Administrator Users

Disable Administrator users by clicking on the name of the Administrator and choosing "Disable Account".

Step 7: Filtering Admin User Management List

Use the top filter to choose the Admin User Management List view based on the Roles or based on the Enabled / Locked accounts.

FAQ

How do I add a new administrator to AdvocateHub?

To add a new administrator, navigate to System > Admin User Management in the settings and click on the "Add User" button.

What should I do if the new administrator doesn't receive the invitation email?

If the administrator doesn't receive the invitation email, you can resend it by returning to the user management section of the settings.

How can I disable an administrator account in AdvocateHub?

To disable an administrator account, click on the administrator's name and select "Disable Account."