How to Become an Admin User on the Platform
Learn how to become an administrator user and manage all settings and information in your environment on the platform.
In this guide, we will learn how to make a user an administrator of your account. Being an administrator allows full access to settings and environment information. We will start by accessing the environment settings and then the access management.
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To begin, let’s access your account settings. In the settings, we will access the access management icon. There, you can check all users invited to be part of your environment.
In the access management tab, we will see on this screen all users who were invited to join and be part of your account. First, you can check in the profile column whether this user is already an administrator or not.
This icon indicates whether the user is already an administrator or not. If the user is not an administrator, access their profile and click the button to make them an administrator.
When entering the user’s profile, there will be a button in the upper right corner to make this user an admin.
Once configured, a success message will appear on the screen. By becoming an administrator, the user will automatically receive all accesses and will be allowed to access all information, products, groups, and cards of your account.
If you have difficulty with any step of the process, contact one of our support consultants.