Promote offers a number of different admin permissions to allow you to customize roles that will fit your own organization. If you have a centralized administration of Promote you will want to grant your administrator(s) all the permissions available, but if you prefer to distribute the administration you have the tools to do so by assigning specific permissions to each admin user.
Content in this article
- How to enable admin permissions
- Admin Permissions
- About managing programs
- Program Admins
- About user management
How to enable admin permissions
- Enter the top tab USERS in the Global menu. Use the search field and click on the user you want to manage permissions for.
If the user doesn't exist on your site, press on 'New user' to create the account.
- Scroll down to the section 'Admin permissions' and select the permissions you want to enable for the user
- Press Save!
- After you have enabled the admin permissions for the user they get access to the admin view like this:
A) An Existing User
If the user already exists on your site, they simply log in to Promote and find the admin view by entering 'Admin' in the menu in the upper right corner
B) A New User
If it is a new user they'll have to create a password, they can do this at your Promote site's login page by choosing 'Forgot your password' and follow the instructions in the e-mail they'll receive.
Admin Permissions
Manage users
You have access to the site level user tab and can add new users. If you also have the "View users" permission you can see, delete and edit existing users in the site level user list. You can also manage permissions for existing users and assign program admins to programs you have access to.
View users
You have access to the site level user list and can view all users on the site. You can not add new users or delete or edit any existing users, to be able to do this you need to have the "Manage users" permission.
Manage e-learnings
You have access to the site level e-learning list and can add new e-learnings and delete and edit existing e-learnings in the site.
Create new programs
You have access to the "Create new program" button to create new programs on the site. Users with this permission can also manage and copy the programs they have created.
Manage all programs
You can manage all existing programs in the site but in order to create new programs, you also need the "Create new programs" permission.
Manage Fetch
You have access to Fetch in your profile menu. You can build questionnaires and manage collections. Learn more about Fetch here >
Manage resources
You have access to the site level resources list and are allowed to manage all resources on a site. With this permission, you have access to the site resource library and you are allowed to update any existing resource. Learn more about managing existing resources here >
Manage brandings
You have access to the branding options for the Promote site. You can select which branding to apply to the site. You can also edit or delete an existing branding or create a new branding. Learn more about managing the branding options here>
About managing programs
A user can be assigned to manage a limited number of programs or have permission to manage all programs on the site. Managing a program means that you have access and can make changes to, all views for that program:
- Settings
- Program Builder
- Members
- Groups
- Goals
- Reports
Program Admins (via program settings)
Program admins can be assigned to a program by a user with the permissions "Manage users"+"Manage all programs"/"Program admin". (This is done via the settings tab in the specific program) A program admin has the following permissions:
- Manage all views listed above for any program they are assigned to. (Settings, Program builder, Members in program, Groups, Goals)
- Create new resources as well as list and use any existing resources on the site.
- Add members to a program by importing a CSV file or manually enter an email address. If the user doesn't exit it will be created. If the user already exists on the site, the program admin will see and can edit, the information stored for the user
Read more about Program admin in this article ->
About user management
New users can be added to the site by an admin with the "Manage users" permission via the site level user list. Users added via this list does not have to be members of a program which makes it ideal for adding new admin users.
New users can also be created by adding them to a program. This means any user with permission to manage a program have the ability to create or modify any existing users as long as they are members of that specific program.