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:
  1. Click Administration in the toolbar.
  2. 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:
  1. Click Administration in the toolbar.
  2. Click Administrators.
  3. Click Manage admins.

    The Manage admins window appears.

  4. 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.
  5. 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:
  1. Click Administration in the toolbar.
  2. Click Administrators.
  3. Select an administrator in the content pane.
  4. Click Permissions.

    The Set permissions window appears. The name of the administrator is displayed.

  5. 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.
  6. 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:
  1. Click Administration in the toolbar.
  2. Click Administrators.
  3. Select multiple administrators (indicated by Permissions) in the content pane.
  4. Click Edit permissions.

    The Set permissions window appears. The number of selected administrators is displayed.

  5. 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.
  6. Click Save.

Pop up windows inform you that the admin rights are successfully edited.