SOP: Add Additional Admins to an Account
Objective
This SOP explains how to add a new admin to an account by navigating to team settings, entering the admin’s details, assigning the correct role, and sending a welcome email. It ensures team members can complete the process consistently and accurately.
Key Steps
1. Open Account Settings 0:00
In the upper-right corner of the account, click the face icon.
Select Settings from the menu.
This is the starting point for managing account-level team access.
2. Go to the Team Section 0:12
From the left-hand menu, click Team.
Review the existing admin list if needed.
You can either:
Select an existing admin from the event admins in other event sites drop-down, or
Click Add New to create a new admin profile.
3. Enter Admin Details and Save 0:23
Enter the new admin’s first name and last name.
Assign the role Event Admin.
Enter the admin’s email address and password.
If appropriate, send the admin-specific welcome email.
Click Save to complete the setup.
Cautionary Notes
Ensure the correct role is assigned before saving; assigning the wrong role may give the user improper access.
Double-check the email address for accuracy to avoid delivery issues with the welcome email.
Only add users who are authorized to have admin access.
If using an existing admin from another event site, confirm they should have access to the current site before selecting them.
Tips for Efficiency
Prepare the admin’s full name, email, and desired access level before starting.
Use the existing admin drop-down when possible to save time.
Send the welcome email immediately after saving so the new admin can access the account without delay.
Keep a record of who was added and when for internal tracking.
Link to Loom
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