How To Add Administrators And Set Their Permissions.

Add new Admins (people who work for and operate the company) and edit their permission settings.

To find the Administrators go to the Others option on the right side of the main menu, choose the "Administrators" option and click the "Add Administrator" button:

1. From Mission Control select More on the right side of the main table menu.

2. Below Others, select Administrators.

3. Select Add Administrator.

4. Add the new Admin's information.

5. Select their level of access.

Use advanced settings to mark this Admin to work with select types, tags, or location, and more to limit access for a focused Admin.

6. Select Add. And your new Admin in officially part of your team.

Learn how new admins login for the first time.

Update Admin Permissions.

1. From following the steps above, after adding an admin you can update their permissions by selecting the Person with a Gear Icon.

2. Allow or remove access to

Export client data
Export candidate data
See revenue information.
Delete a user.
Select the Menu Item they can select from.

Learn how to manually add a new user, client or candidate.

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