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:
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:
Go to Site Administration > Admins
Click on Invite New Admins
For Moderator and Client admins: Assign Studies the new Admin(s) should have access to
Enter the Admin’s Email Address(es). To invite several Admins at once, separate each email address with a comma or a new line.
Optional: Customize the email subject line and message
Click Invite
Each new Admin receives an email invitation with a login button, which they use to create their account and login credentials.
✅ 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:
Go to Site Administration > Admins
Click on Add Admin and fill out the form
You must enter a Name and Email, as well as define the Admin's Username and Password
Check the Force password change box to ensure the user creates their own password after logging in
Choose the Role
Click Save
📌 Note: When adding a Moderator or Client account, you must click Save before you can assign them to any Studies. Once the account is saved, an Assigned Studies section appears at the bottom of the form, where you can assign the Admin to the relevant Study or Studies.
After you have manually added an Admin account, you can either invite them as an Existing Admin or send them the login credentials you have set via an external communication.
How to Invite Existing Admins to New Studies
There may be instances where existing Moderator or Client role administrators will need access to new studies on your site. Using the Invite to Studies option will allow you to send these admins an updated email invitation so they can access the new study with ease.
To invite existing admins to new studies:
Go to Site Administration > Admins
Click on Invite to Studies
Select the Admins
Select the Studies the Admin(s) should have access to
Optional: Customize the email Subject line and Message
Click Invite
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