Administrators

This article guides you through the following aspects of managing Administrators in your Instance.

• Viewing an Administrator
• Filtering Administrators by Status
• Adding an Administrator
• Updating an Administrator
• Disabling an Administrator
• Deleting an Administrator
• Restoring an Administrator
• Bulk Actions
• Viewing administrator activity

Viewing an Administrator

To view an Administrator's details:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Find the Administrator whose details you want to view and click on their View row action link.

Filtering Administrators by Status

You can filter Administrators based on their status on the Instance. You may use the following filter values:

• Active: Administrators who currently enjoy full privileges on the Instance.
• Invited: Users who are yet to accept the invitation to become an Administrator in the Instance.
• Disabled: Administrators whose privileges and access to the Instance have been suspended.

To use the filter:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Use the filter near the top of the page to toggle to your desired value.

Adding an Administrator

You can add as many Administrators to your Instance as desired. To add an Administrator:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Select INVITE ADMINISTRATOR. (On an empty list the button is ADD ADMINISTRATOR.)
4. Fill out the fields on the form.
5. Select INVITE.

After you select Invite, the system emails the person an invitation with a link to the Instance sign-in. They sign in through the Console sign-in, so the Instance holds no password for them. They become Active on their first sign-in. The input descriptions for adding an Administrator are outlined in the table below:

Resending an Invitation

You may also resend an Invitation to a User. To do so:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Use the filter near the top of the page and select Invited to see the list of users that have been invited to be Administrators in the Instance.
4. Find the user to whom you want to resend an invitation and click on their Resend Invitation row action link.

Updating an Administrator

Edit an Administrator's details with the following steps:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Find the Administrator whose details you want to edit and click on their View row action link.
4. Click on the EDIT link.
5. Make your changes on the form.
6. Click SAVE to finalize your changes.

Disabling an Administrator

You can temporarily disable an Administrator and block their privileges on the Instance. To disable an Administrator:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Find the Administrator you want to disable and click on their Disable row action link.
4. Click DISABLE ADMINISTRATOR on the confirmation modal.

Deleting an Administrator

Deleting an Administrator removes their privileges from the Instance. To delete an Administrator:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Find the Administrator you want to delete from the Instance and click on their Delete row action link.
4. Fill out the fields on the confirmation modal.
5. Select DELETE ADMINISTRATOR to confirm the deletion.

Restoring an Administrator

You may restore Administrators who have been previously disabled in the Instance. To restore an Administrator:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Use the filter near the top of the page and select Disabled to see the list of Administrators that have been disabled in the Instance.
4. Find the Administrator you want to restore and click on their Enable row action link.
5. Select ENABLE ADMINISTRATOR on the confirmation modal.

Bulk Actions

You can perform bulk actions on Administrators using the following steps:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Tick the checkboxes of the Administrators that you want to apply changes to. You may also tick the topmost checkbox to select all Administrators.
4. Select Bulk Actions and choose from the following available actions:
   • Disable
   • Delete
5. Click APPLY.
6. Confirm your action by fulfilling the required steps on the confirmation modal.

Viewing administrator activity

Each administrator record includes an Event Stream tab that logs all actions taken by that administrator, including sign-ins and changes made across the platform.

To view an administrator's activity:

1. Navigate to Settings from the main menu.
2. Select Administrators.
3. Select the administrator you want to view.
4. Select the Event Stream tab.