Introduction
Promoting a user to Administrator gives them full management access to your organization, including the ability to invite users, manage teams, and access organization-wide settings. This is a security-protected action that requires two-factor authentication.
Before You Start
- You must be an Organization Administrator to promote other users
- The person you're promoting must already be a member of your organization with a Staff role
- You cannot promote yourself to Administrator
- You'll need access to your registered phone number or email to receive a verification code
Steps
- From the sidebar, select My Organization
- Click the Members tab at the top of the page
- Find the staff member you want to promote in the members list
- Click on that user's row to open the context menu (the menu icon appears on the right side of their row)
- Select Promote to Organization Admin from the menu
- A confirmation dialog appears with the title "Confirm Promotion to Organization Admin"
- Review the message: "Are you sure you want to Promote [First Name] [Last Name] to Organization Admin?"
- Click Yes to confirm (or Cancel to abort)
- An "OTP Verification" dialog automatically appears
- Check your phone or email - you'll receive a verification code
- Enter the 6 or 7 digit verification code in the input field
- Click Verify Code to complete the promotion
- The dialog closes and the members table refreshes to show the user's new Administrator role
Tips
- OTP codes expire quickly - If your code expires, click Resend OTP (available after a 30-second countdown)
- Two delivery methods - If you have both phone and email verified, you can use the code from either
- Immediate effect - Once verified, the role change takes effect immediately and the user gains full administrator access
- Audit trail - All role changes are logged in the Organization Log tab for compliance tracking
- Reversible - You can demote an Administrator back to Staff using the same process (select Demote from Organization Admin instead)
Related Features
- What is an Administrator - Learn about administrator permissions and responsibilities
- How to Revoke Administrator Access - Remove administrator privileges from a user
- How to Invite New Users - Add new team members to your organization