How to add a new admin to the platform?

Table of contents

1. How to add a new admin to the platform

2. Roles

3. Roles guideline

This guide will walk you through the process of adding a new administration panel member to ensure they are properly set up and ready to collaborate within your system. He will be able to manage corporation cards.

How to add a new admin to the platform?

To add a new admin to the platform click  ‘Add staff member’ in a staff member tab.

MANAGEMENT  -> STAFF MEMBERS -> ADD STAFF MEMBER

You will be redirected to the new tab, where you need to fill a form with information about your new admin.

Full name, email and a role you want to assign to them.

• Corporate Admin: This is the top-tier role in the Company. The Corporate Administrator has comprehensive control over all corporate functionalities, including managing groups and portal operators, assigning cards, and viewing all corporate details.

• Corporate Manager: Similar to the Corporate Administrator, but Corporate Manager lacks the ability to add or manage portal users, groups and limits. This role focuses on assigning and limiting cards.

• Accountant: Read-only role. Accountant can view assigned cards, transactions, and approvals only within their own group and groups below. Accountants cannot view or interact with higher-level approvals.

  
  

  (Full guideline about the roles added below)

Additionally you can assign a group to the new member. This helps organizing their permissions and access based on the group’s hierarchy.

If everything went successfully, they will receive a confirmation email on provided address, also with the option to set a password. Your new staff member is officially ready to work!

Does each functionality has the same rights?

Roles guideline

Functionality	Corporate Administrator	Corporate Manager	Accountant
View and read card limits	Yes	Yes	X
Add/Edit card limits	Yes	Yes	X
Add new corporate operator, manage operators	Yes	X	X
Assign, view, lock/unlock, remove cards from the cardholder from own group or group below	Yes	Yes	X
Accept/decline approval from group below	Yes	Yes	X
Edit existing approval from own group	Yes	Yes	X
Add new group	Yes	X	X
Reset password for group members	Yes	Yes	X
Create new group	Yes	X	X
View approvals/cards from own group or group below	Yes	Yes	Yes
View all assigned cards and approvals	Yes	Yes	X
View own group and groups below, view group members	Yes	Yes	X
View all groups	Yes	Yes	X