Add and remove admin users

Admin users are created and managed in Constituent Manager. In this article, learn how to create an admin user and delete an admin user.

Create an admin user

Watch this video for a demonstration of how to create an admin user.

Start by going to the user's profile in Constituent Manager. If the user doesn’t have a constituent profile, you’ll need to create one first.

Go to the user's "Account" tab and click the green "Create Admin Account" button.

Create Admin Account button highlighted on Account tab of Constituent Manager

To create a brand-new admin account, select “Create New Account” from the radio buttons.

Create New Account radio button highlighted on admin account creation screen

Use the dropdown menu to choose an existing admin user group for this admin account to join. 

Note: On some sites, this dropdown is pre-selected for the “Faculty” admin group. Remember to choose the correct group!

Admin user groups are set up in Site Manager > People > Admin Users. Each member of an admin user group has the same rights and privileges to edit the site and its properties.

If the user has a portal account, you can use the same username, or enter a username in the field. Use the radio buttons to either carry over the user’s existing password, or enter a new one. The email address field will be populated with the address from the user’s constituent profile, but you can change it if you want.

You can elect to send an email to the user containing the username and password for their new admin account, as well as instructions for logging in. 

Click “Create Admin Account” to finish up. The new admin account will be created and visible on the Admin Users page.

Link an existing account

In some cases, an admin account may already exist in Admin Users, and it just needs to be linked to the constituent profile. For this, choose the “Use Existing Account” radio button at the top of the screen.

Click "Browse" to open a new window with a list of active site admins, and select an admin account from the list.

Again, you have the option to send the new admin an email with their username, password, and login instructions.

Delete an admin account

Admin accounts are deleted from Modules and Settings > People > Admin Users. Find the admin user group that contains the user you want to delete.

Select the "del" checkbox to the left of the user's name.

With the checkbox selected, scroll to the bottom of the screen and save the page. Any selected admin user accounts will be removed.

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