CAREFUL

How to Make Someone an Administrator

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

  1. From the sidebar, select My Organization
  2. Click the Members tab at the top of the page
  3. Find the staff member you want to promote in the members list
  4. Click on that user's row to open the context menu (the menu icon appears on the right side of their row)
  5. Select Promote to Organization Admin from the menu
  6. A confirmation dialog appears with the title "Confirm Promotion to Organization Admin"
  7. Review the message: "Are you sure you want to Promote [First Name] [Last Name] to Organization Admin?"
  8. Click Yes to confirm (or Cancel to abort)
  9. An "OTP Verification" dialog automatically appears
  10. Check your phone or email - you'll receive a verification code
  11. Enter the 6 or 7 digit verification code in the input field
  12. Click Verify Code to complete the promotion
  13. 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)
  • 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

Need more help?

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