How do I add others to our account? Inviting other admins

Updated 7/12/23

Good news, you can add others on your own, and there is no limit to the number of admins or issuers.

 

To invite other users:

  • Navigate to Account 
  • Click on “Users”
  • Click the “Add User” button
  • Enter the email address and choose the level of access
  • Click “Add User"

 

The Users tab will list all active users and pending invitations that you have sent to individuals to manage the program on behalf of your organization.

Active users are individuals who currently have access to your organization. There are three basic access levels, with the ability to layer on additional permissions and limit access to specific templates.

Access Levels

  • Read-Only
  • Badge Issuer
  • Admin

Read-Only

  • View all organization information
  • View analytics 

Screen shot of admin panel with read only selected

OPTIONAL:

  • You can choose if a Read-Only user should view earner personally identifiable information (PII) data
  • You are able to grant these earners the ability to create and edit or publish badge templates

USE CASE:

You want a staff member to have the responsibility of creating the new badge metadata, but not issuing badges. You select Read-Only but layer on permissions to create & edit templates.

 

Badge Issuer

  • View all organization information
  • Issue badges from existing templates

screenshot of admin panel with badge issuer selected

OPTIONAL:

  • You are able to grant these earners the ability to create and edit or publish badge templates

USE CASE:

You want a staff member to have the responsibility of issuing new badges, but not creating or publishing templates. They cannot alter the content of badge templates unless specifically allowed.

Admin

  • View all organization information
  • Issue badges from existing templates
  • Issue badges from existing templates
  • Add and edit badge templates
  • Replace and revoke issued badges
  • Invite other users to organization

screenshot of admin panel with admin selected

USE CASE:

You need an assistant who can do everything. They can manage the day to day operations and invite others to the platform.

 

Adding New Users

Displaying the entire admin area where you can add a new user, featuring the e-mail address.

 

 

 

 

 

 

 

 

 

 

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