This guide walks users through the process of adding a new admin account in the StatStak Labs platform. The steps cover accessing the Users Dashboard, adding a new user, and ensuring their admin permissions are properly configured. By following these instructions, users will be able to quickly and effectively create new admin accounts and verify their permissions within the system.
Step-By-Step Guide:
1. Open Users Dashboard:
From the admin home dashboard, select ‘Users’ under the ‘Admin’ section to open the Users Dashboard. This page will display user data including active users, memberships, and other key metrics.
2. Add New User:
Click the ‘+ Add user’ button located at the top right corner of the Users Dashboard. This action will open the user creation form where you can input new user information.
3. Select Admin User Type:
In the user creation form, choose the ‘Admin’ user type by selecting the corresponding button. This will ensure that the new user is assigned administrative privileges.
4. Enter Admin Account Details:
Fill in the required details for the new admin, including first name, last name, phone number, email address, and the home facility where the admin will be primarily located.
5. Assign Admin Profile Picture:
Optionally, add a profile picture for the new admin by clicking the ‘Add a photo here’ section. This step is not mandatory but is recommended for staff identification.
6. Assign Permission Level:
Set the permission level for the new admin. Under the ‘Set permission level’ field, ensure select the intended permissions to provide the appropriate access rights for the user.
7. Finalize User Creation and New Admin Invitation:
Once all fields have been filled out, click ‘Invite new user’ to send an invitation to the admin via email and text. The new admin will receive a link to complete their account setup.
8. Confirmation of Invitation:
After sending the invitation, a success confirmation will appear, verifying that the invitation has been sent. The new admin will receive instructions on how to finish setting up their account.
9. View Added Admin Account:
Return to the Users Dashboard to verify that the new admin has been successfully added. The newly created admin account should appear in the user list along with the contact information.
10. Confirm Admin Account Verification:
Open the newly created admin account details to confirm their administrative access and permission level. Make sure that the user is listed as an admin and has been assigned to the appropriate home facility.
Each step ensures that the new user is granted the necessary permissions to perform administrative functions effectively and confirms that the new admin has been verified as intended. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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