This guide is intended to manage and add administrators to the Client Manager. To manage and add users, follow the instructions in the Add users to organizations via Client Manager guide.
Add Administrator to Client Manager
Click on "Administration" > "Administrators" in the left menu. All administrators for the Client Manager are visible here. To add an administrator, click the "New Administrator" button.
Client manager roles for administrators in Client Manager
Fill in contact details and set the user's client manager role. Then, select the organization in which the user should be an administrator. Finish by clicking "Create administrator".
Super administrator: Super administrators can administer the entire Client Manager and all organizations linked to it.
Administrator: Administrators can only administer all organizations but not the Client Manager. They can upload new organizations, edit existing organizations, and remove the link between the client manager and the organization.
Note that only the connection to the client manager is deleted when an organization is removed.
Restricted: Restricted can only administer the organizations to which it has been assigned.
Document in Client Manager
A user with super administrator and/or administrator privileges can upload documents to the Client Manager and distribute them to organizations.
Read more about documents in Client Manager in the guide Documents in Client Manager