Skip to main content

How to convert an app user into an admin user

A guide to changing a standard app user to an admin user so that they can access the admin portal.

Written by Em Powell

If you try to add an admin user who is already an app user, you will get an error message. Instead, convert the app user account to an admin account; these steps show you how.

Step 1: Go to the App Users section in the left-hand menu of your portal. Then click on 'Manage' in the top tabs:

App Users page with the Manage tab highlighted

Step 2: Search for the app user who you would like to become an admin user by entering their name into the search box and pressing Enter.

Step 3: Click on the 3-dot menu icon to the right of the app user's name. Click on Convert to portal user:

App user row with the three-dot menu open and Convert to portal user highlighted

Step 4: Select the permissions you want the converted app user to have (to find out more about permissions, click HERE) and click Update:

Convert to portal user pop-up showing the app user’s name, contact details, site, referral points eligibility and a list of permission checkboxes

Step 5: Confirm when prompted by the modal:

Are you sure? pop-up explaining an email invite will be sent to the app user, with Cancel and Confirm buttons

The user will now receive an email with a link to log in to the portal. They will also appear in the portal user list, which you can find in the settings area of your portal.

Please get in touch by clicking the chat icon in the bottom right of your screen if you need any additional support.

What's Next?

Did this answer your question?