Inviting Administrators

From the Site Administration area, Analysts can invite new Admins to join the site via email, manually add new Admins, and assign and invite existing Admins to join new studies.

Each administrator on a Recollective site must have their own unique account. When a new administrator navigates to the site for the first time, they will be prompted to complete account registration and set unique login credentials. These can be used to access the site moving forward.

In this article, we’ll cover the three distinct ways to invite administrators:

• Invite New Admins via email
• Add Admins Manually
• Invite Existing Admins to New Studies

How to Invite New Admins via Email

Using the platform’s Invite New Admins function will allow you to simultaneously create and invite a new administrator to join your Recollective site. This triggers an email invitation with a login button, which each Admin can use to create their account and login credentials upon accepting. 

To invite new admins via email:

1. Click on Invite New Admins
2. Select the Role (Analyst, Moderator, or Client)
3. For Moderator and Client admins: Assign Studies the new Admin(s) should have access to
4. Enter the Admin's Email Address(es)
5. Optional: Customize the email subject line and message
6. Click Invite

Tip: If you have customized the invite’s Subject or Message fields, save time and ensure consistency down the line by utilizing the Use Template option to save the email as a Message Template. 

How to Add Administrators Manually

If it’s preferred to onboard administrators without sending an email invite, Analysts can create administrator accounts manually using the Add Admin option. 

To add new administrators manually:

1. Click on Add Admin and fill out the form
2. You must enter a Name and Email, as well as define the Admin's Username and Password
3. Check the Force password change box to ensure the user creates their own password after logging in
4. Choose the Role
5. Click Save
   1. When adding a Moderator or a Client account, you must Save the account before you can assign them to any Studies. Once saved, a new Assigned Studies section will appear on the form at the bottom, allowing you to assign the user to the relevant study or studies. 

1. Click on Invite to Studies
2. Select the Admins
3. Select the Studies the Admin(s) should have access to
4. Optional: Customize the email Subject line and Message
5. Click Invite