The below instructions will step through how to invite new Local Group Admins, Panel Admins and Local Group Managers.

Inviting a new Panel Admin/Local Group Admin

Only the Super Admin has the ability to invite new Panel Admins and Local Group Admins.

Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu), where you can manage the local groups for your organisation.

To invite a new Panel or Local Group Administrator, click on the three vertical dots to the right of the Administrators Group and select Invite New > Administrators within the pop-up box.

Enter the full name and email address of the person you wish to invite and click Next.

Select the type of administrator you want the user to be, either a Panel Administrator or a Local Group Administrator. You can add additional admin roles to the user later if needed (find information on how to add additional roles here: Adding & Removing Administrator Roles). Click the Next button to continue.

Select to provide the user with the rights to Approve/Decline requests or Buyer Rights and click the Next button to continue.

You will then be asked, “How would you like to notify *Admin Name* about getting started?”. You can select an automated invitation email to be sent to them, or you can request a link and can send it yourself to the user. Click Finish to complete the invitation and send the email or receive the link.

Inviting a new Local Group Manager

A new Local Group Manager can be invited either by the Super Admin or the Local Group Admin that owns/manages the Local Group they are being invited to.

Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu), where you can manage the local groups for your organisation.

To invite new Local Group Managers, click on the three vertical dots to the right of the specific local group and select Invite New > Local Group Managers within the pop-up box.

Enter the full name and email address of the person you wish to invite and click Next.

Ensure that the Local Group Manager role is selected and click the Next button to continue.

Select to provide the user with the rights to Approve/Decline requests, Local Panel Management or Buyer Rights and click the Next button.

Choose who the appropriate Administrator for the user to be managed by should be and click Next.

You will then be asked, “How would you like to notify *Manager Name* about getting started?”. You can select an automated invitation email to be sent to them, or you can request a link and can send it yourself to the user. Click Finish to complete the invitation and send the email or receive the link.