How do I approve administrators on my account?

If you have the appropriate permissions, you can approve administrators as follows:

  1. Under the “Home” tab, click on “Approve Admins.” (Screen 1)
  2. Locate the person you would like to approve and click “View.” (Screen 2)
  3. On the “Status” drop down menu, select “Approved.” (Screen 3)
  4. Select the appropriate Security Group(s) based upon the permissions you want the administrator to have. (Screen 4)
  5. Ensure that “Create New Client” is marked “No.”  (Screen 4)
  6. Click “Save” to approve the administrator.

The administrator will receive an email that confirms the approval and invites the new administrator to login to the system.

Screen 1

Screen 2

Screen 3

Screen 4