Overview

This article provides a step-by-step guide on how to upgrade Advocate accounts to Administrator accounts within a user management system. It includes instructions for adding users, assigning roles, and the subsequent steps for users to complete the upgrade.

 

Information

Upgrading an Advocate member to an Administrator account grants them all the permissions associated with the new role. The process involves adding the member as a user in the system and selecting the appropriate user role. The member will then receive an invitation email to complete the upgrade.

• Adding the Advocate Member
• Assigning the User Role
• Completing the Upgrade

 

Adding the Advocate Member

To upgrade an Advocate member, navigate to Settings > System > User Management and click on the Add User button.

 

Assigning the User Role

Enter the member's details in the pop-up form and select the "User Role." Click the Save button to proceed. For more information on User Roles, refer to the Administrator Role / Permission Management article.

 

Completing the Upgrade

Instruct the member to click on the Administrator invite email they receive. Upon doing so, they will gain access to the "Admin View."

 

FAQ

What happens when an Advocate member is upgraded to an Administrator?

When an Advocate member is upgraded to an Administrator, they receive all the permissions associated with the Administrator role they are assigned to. They will need to accept the invitation email to complete the upgrade process.

How does an Advocate member accept the Administrator role?

The Advocate member will receive an Administrator invitation email. They must click on this email to be automatically upgraded and gain access to the "Admin View."

Where can I find more information about User Roles?

More information about User Roles can be found in the Administrator Role / Permission Management article.