How to Make Someone an Administrator

Introduction

Organization Administrators can promote staff members to Administrator status, giving them elevated permissions to manage the entire organization. This is a secure process requiring two-factor verification to protect against unauthorized access changes.

Before You Start

• You must be an Organization Administrator to promote other users
• You cannot promote yourself to Administrator
• You cannot change your own Administrator status
• The target user must be an existing organization member with "Staff" role
• You will need access to your verification code (sent to your registered phone number or email)

Steps

Promoting a Staff Member to Administrator

1. From the sidebar, select My Organisation

2. Click the Members tab to view all organization members

3. Locate the staff member you want to promote in the members list

4. Click the dropdown menu (three dots ⋮) at the end of their row

5. Select Promote to Organization Admin from the menu

   • This option only appears for users with "Staff" role

6. A confirmation dialog appears titled Confirm Promotion to Organization Admin

   • The message will read: "Are you sure you want to Promote [First Name] [Last Name] to Organization Admin?"

7. Click Yes to confirm the promotion

   • Click Cancel if you want to abort the process

8. An OTP Verification dialog appears

   • You'll see a message indicating where the verification code was sent (phone and/or email)
   • Example: "Verification code sent to [your phone] and [your email]. You can use either one."

9. Enter the 6 or 7-digit verification code in the input field

10. Click Verify Code to complete the promotion

    • If you didn't receive the code, click Resend OTP (available after a countdown timer)

11. After successful verification, the user's role updates to Administrator

    • The member list refreshes automatically
    • The user now has Administrator permissions throughout the organization
    • The change is logged in the organization audit trail

Demoting an Administrator to Staff

The process is identical, except:

• In Step 5, select Demote from Organization Admin instead
• The confirmation dialog reads: "Are you sure you want to Demote [First Name] [Last Name] to a Organization Member?"
• The same OTP verification process applies

Tips

• Security by design: The OTP verification ensures that only authorized administrators can change access levels, even if someone gains temporary access to an admin's computer

• Check the dropdown: If you don't see the promote/demote option, verify that:

  • You are logged in as an Administrator
  • The target user is not yourself
  • The target user has an "organization" account type

• OTP issues: Verification codes typically arrive within 30 seconds. If you don't receive one:

  • Check your spam/junk folder for email codes
  • Verify your contact details are correct in your profile
  • Use the Resend OTP button after the countdown completes

• Audit trail: All administrator promotions and demotions are recorded in the organization audit log for compliance purposes

• Multiple admins: Organizations can have multiple administrators. Consider promoting trusted team owners who need organization-wide access

Related Features

• Inviting New Users - Invite new staff members who can later be promoted to Administrator
• Managing Teams - Administrators can create teams and assign Team Owners
• Organization Audit Log - View all administrator changes and other organization activities
• User Profile Management - Edit user details, job titles, and contact information