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How to convert an app user into an admin user
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.

Em Powell avatar
Written by Em Powell
Updated over a week ago

If you try to add an admin user who has already been added as an app user you will receive an error message. Instead, you need to convert the app user account into an admin account and these steps will show you how to do this.

Step 1: Head into the 'app users' section in the left-hand menu of your portal. Then click on 'manage' in the top tabs:

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':

Step 4: Click on 'confirm':

Step 5: Next, head to 'Settings' and then 'Portal users' on the top tabs. Click the three-dot icon to the right of their name and click 'Edit user'.

Make any necessary updates to the user's details and select the appropriate permission (to find out more about the permissions click HERE). Then click 'Update'.

The user will now be sent an email with a link to log into the portal.

The staff member will now appear in the portal user list which can be found in the settings area of your portal.

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

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