The team administrator – sometimes called a coach or group administrator – functionality provides limited access to the administration interface for people nominated by a Smartabase site administrator. This means your organization can allow coaches or staff from specific areas to help manage the people they’re responsible for.

A team administrator only has visibility of and access to people in groups where they’re listed as an administrator. If a group has any subgroups, the team administrator will have access to the people within the subgroups as well.

People with team administrator access have fewer administration abilities and can’t use all the same tools that a site administrator can. A team administrator is able to perform the following administrative actions:

• Add new users to their groups and update some account details of people in these groups.
• Reset passwords using the password reset function for people they have access to, including setting custom passwords if they have the appropriate system permission.

A team administrator cannot reset a multi-factor authentication key. Team administrators also can’t import, duplicate or merge user accounts.

If you want a team administrator to be able to assign roles to people in groups they have access to, it’s necessary for that person to also have administrator permissions for each role.

STEPS TO ASSIGN A TEAM ADMINISTRATOR TO A GROUP

1. Log in to the administration interface.
2. Select the groups tool.
3. Scroll to the setting titled Administrators.
4. Use the search function to locate the person who should become a team administrator for this group.
5. Select the correct person from the search results.
6. Use the Add administrator button to add the person to the list of administrators for this group.
7. Save your changes to the group.

STEPS TO ASSIGN A TEAM ADMINISTRATOR TO A ROLE

1. Log in to the administration interface.
2. Select the roles tool.
3. Scroll to the setting titled Administrators.
4. Use the search function to locate the person who should become a team administrator for this role.
5. Select the correct person from the search results.
6. Use the Add administrator button to add the person to the list of administrators for this role.
7. Save your changes to the role.

Click the link below for a 'How To' video guide