Admins

User Guides » Admins


Create a New Administrator

This guide will show you how to create new administrators with appropriate levels of permissions to perform administrative tasks on the website.

Do not share your login details with others to manage the website using the same Administrator account. It is recommended that you create new administrator accounts for each administrator you wish to grant access to for managing the site. This will allow for better tracking in case things go wrong.

Step-by-Step Instructions

  1. Login to the Administration website
  2. Click Admins in the Main Menu
  3. Click Add New Admin
  4. In Admin Details:
    1. Enter the Firstname (this will be used as the name in email notifications and emarketing)
    2. Enter the Lastname (this will be used as the name in email notifications and emarketing)
    3. Enter the Email (this will be used as the email for sending notifications to)
    4. Enter the Username (this must be at least 5 characters long)
    5. Enter the Password (this must be at least 5 characters long and must not be the same as the username)
  5. Click Next
  6. In Access to Tools, select the level of access for the new administrator for each of the different tools available
  7. Click Next
  8. In Client Options, select the level of access the new administrator has for fields tabs and groups within the client area.
  9. Click Next
  10. In Preferences:
    1. Tick the appropriate notification options (see screenshot for explanation of the options)
    2. Enter the Email Signature details of the new administrator
  11. Click Finish to save and create the new administrator
     
Use the option in Access to Tools to setup and define different roles for administrators accessing the website. For example, an administrator who needs to only process orders on the website doesn't need to have access to edit content or send emarketing. By setting up the right access levels you will minimise errors and protect your website data.

 

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