Inviting Administrators

From the Admins area, Analysts can invite new Admins to join the site, assign and invite existing Admins to join new studies, and add new Admins manually. In this article, learn how to:

To invite New Admins via email:

📍 Go to Site Administration > Admins 
  1. Click on Invite New Admins
  2. Select the Role (Analyst, Moderator, or Client)
  3. Assign the Studies the new Admin(s) should have access to
  4. Enter the Admins Email Address(es)
  5. Customize the email subject line and message (optional)
  6. Click Invite

This triggers an email invitation with a login button. Each Admin will create their account and login credentials upon accepting the invite.

To invite Admins who have been added manually, reinvite existing Admins who haven’t logged in yet, or to assign and invite Existing Admins to new Studies:

📍 Go to Site Administration > Admins 
  1. Click on Invite to Studies
  2. Select the Admins
  3. Assign them to additional Study spaces (optional)
  4. Customize the email subject line and message (optional)
  5. Click Invite

Adding Administrators Manually

📍 Go to Site Administration > Admins 
  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. Choose the Role
  4. 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 Studies section will appear on the form at the bottom allowing you to assign the user to the relevant study or studies. 

After you have added an Admin account manually, you can either invite them as an Existing Admin, or send them their login credentials via an external communication.

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