Edit a Sub-Admin Role

Once you have created one or more sub-admin roles, you may wish to adjust or revise their features or change their member assignments.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Sub-Admin Roles” tab.
  3. In the “SUB-ADMIN ROLES” window that opens, scroll through the list of entries and locate the sub-admin role you want to edit.
  4. In the “Actions” column, click on the Edit icon (blue pencil).
  5. In the “EDIT SUB-ADMIN ROLE” window that opens, change the name or the description, activate a different set of editing and access-privilege checkboxes, or click in the “Role Members” box to add or remove members.
  6. Click on the “View Summary” button to verify and re-save your role. If you have not yet entered a name or a description, or you have deleted either of these mandatory pieces of information, you will be unable to view the summary and complete the process of defining the role.
  7. In the “EDIT SUB-ADMIN ROLE SUMMARY” window that opens, verify the name, description, features, and assigned members.
    • To make changes to the role, click on the “Back” button. Once you have completed your changes, click on the “View Summary” button again to re-verify and complete the process.
  8. Click on the “Save Sub-Admin” button to save your changes.
    • To discard changes to the role without saving them, click on the “Back” button in the “EDIT SUB-ADMIN ROLE SUMMARY” window to return to the “EDIT SUB-ADMIN ROLE” window. Click on the “Cancel” button, the “X” in the top right corner of the window or press the “Esc” key to abandon your changes and return to the “SUB-ADMIN ROLES” window.
    • If you have assigned one or more members to the sub-admin role and the role includes the option of either full or limited permissions, the “SUB-ADMIN ACCESS MANAGEMENT” window opens so you can assign these permissions.
    • Set sub-admin access to “Full Access” or “Limited Access” for each privilege.
      • Available for full- or limited-access roles: Amenities, Calendars, Custom Forms, Document Repository, Events, Surveys and Polls, Ticketing System
      • Only available for full-access roles: Help Desk, Member Form, Members, Newsfeed, Site Setup, Sponsorships
    • Click on the “Save” button to finish creating limited-access privileges.
    • Note that you can create as many sub-admin roles as you need, but you cannot assign an individual member to more than one sub-admin role.