Administrators
Manage the project administrators and define the categories a project administrator has access to.
Important: The project owner always has access to all categories.
View the project owner and administrators
You can view the project owner and administrators:
- Click Administration in the toolbar.
- Click Administrators in the tool menu.
The project owner and administrators are displayed in the content pane.
Manage the project administrators
You can manage the project administrators:
- Click Administration in the toolbar.
- Click Administrators.
- Click Manage admins.
The Manage admins window appears.
- Manage the project administrators:
- Search for project members.
- Select the option button for each project member you want to assign as a project administrator.
- Deselect the option button for each project member you want to unassign as a project administrator.
- Click Update.
A pop up window informs you that the role is successfully updated.
Edit permissions for 1 administrator
You can allow or remove administrator permissions:
- Click Administration in the toolbar.
- Click Administrators.
- Select an administrator in the content pane.
- Click Permissions.
The Set permissions window appears. The name of the administrator is displayed.
- Edit the applicable permissions:
- Enable or disable Project settings.
- Enable or disable Project setup.
- Enable or disable Manage users & roles.
- Enable or disable Manage administrators.
- Enable or disable Audit reports.
- Enable or disable Recycle bin.
- Enable or disable Form access.
- Enable or disable Manage apps.
- Click Save.
A pop up window informs you that the admin rights are successfully edited.
Edit permissions for multiple administrators
You can allow or remove administrator permissions:
- Click Administration in the toolbar.
- Click Administrators.
- Select multiple administrators (indicated by Permissions) in the content pane.
- Click Edit permissions.
The Set permissions window appears. The number of selected administrators is displayed.
- Edit the applicable permissions:
- Enable or disable Project settings.
- Enable or disable Project setup.
- Enable or disable Manage users & roles.
- Enable or disable Manage administrators.
- Enable or disable Audit reports.
- Enable or disable Recycle bin.
- Enable or disable Form access.
- Enable or disable Manage apps.
- Click Save.
Pop up windows inform you that the admin rights are successfully edited.