Flexible Co-Administrators

By default, only users with administrator privileges may be added as co-administrators to opportunities. However, the need often arises to add a co-admin who does not currently have admin permissions in the platform. This situation requires that Super Admins or Global Admins (if microsites are enabled) either create an account for the new user or grant administrator privileges to an existing user. 

If you’ve ever wanted to make this process easier, we have a solution for you now. An optional new feature can be enabled for your site that will streamline the process by simultaneously creating new accounts (if necessary) and granting administrator privileges as soon as an individual is added as a co-administrator of an opportunity. If the feature is enabled, simply add the co-admins on the Details page of an opportunity. 

Top-level administrators (Super and Global) will receive a monthly email identifying which admins have been added on their site and which administrator added them.

Here are the outcomes for various scenarios:

• New Users - An admin enters the email address of any individual not in the platform (within allowed email domains, if configured) to be a co-administrator. Once added, the individual will receive a single notification to activate the new account, share information about the opportunity, and provide information about access and the admin role.
• Existing Users - An administrator may search for and select an existing user. Once added, the user will receive a single notification to share information about the opportunity and provide information about platform access and the administrator role.
• Mircosites - For institutions with microsites enabled. Any new administrators created through the flexible
  co-administrator process will only receive administrative privileges on the microsite associated with that opportunity. The flexible co-administrator feature can be especially helpful to customers with many administrators, decentralized organizations, or to new customers looking to speed up the onboarding process.

Please note that any administrators created by using the Flexible Co-Administrator option will count towards the admin seat allotment on your license.  

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.