Create a Sub-Admin Role

To assign specific website and community administrative tasks to sub-admins, create a sub-admin role that can access specific site features or portions of features.

  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, click on the “+ New Role” button.
  4. In the “ADD NEW SUB-ADMIN ROLE” window that opens, enter a descriptive title to name the role.
  5. Enter a description that explains what the role entails.
  6. Activate the checkbox in front of the desired editing and access privileges for this role. Choose as many or as few of these responsibilities as the role requires and you want to share with this set of sub-admins. Note that this step is optional, so you can create a role and define its privileges later—but if you do not assign any privileges to the role, it will not function.
  7. Click in the “Role Members” box to access a dropdown menu that lists the names and e-mail addresses of all eligible members. Scroll down until you see the member you want to include, and click on their name to add them to the role. Repeat this step as many times as necessary to include all the members you want to designate as sub-admins with these privileges. Note that this step is optional, so you can create a role and assign members later.
  8. Click on the “View Summary” button to verify and save your role. If you have not yet entered a name or a description, you will be unable to view the summary and complete the process of defining the role.
  9. In the “NEW SUB-ADMIN ROLE SUMMARY” window that opens, verify the name, description, features, and assigned members.
  10. 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.
  11. Click on the “Save Sub-Admin” button to create the role.
    • To discard the role without saving it, click on the “Back” button in the “NEW SUB-ADMIN ROLE SUMMARY” window to return to the “ADD NEW 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 not assigned any members to the role, clicking on the “Save Sub-Admin” button returns you 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.