1. What is an Entity Admin?
The entity administrator has complete autonomy over the management of users within the entity for which he or she is the administrator. He or she can create and manage signatures and communication campaigns on the platform.
He or she can also create groups and export statistics for signatures and campaigns from the Statistics page.
However, the entity administrator does not have access to the platform's administration settings .
2. How do you assign an entity admin?
Global administrators and entity administrators have the rights to assign other subsidiary administrators.
From the global level by the global administrator
From the global level by the global administrator
From the modal for creating or editing an entity, the global administrator can assign a user from the entity.
A user can be a global user or already an administrator of another entity.
A user can be assigned as an entity administrator, regardless of their previous role, but they cannot be a campaign administrator at the same time.
From an entity by the entity administrator
From an entity by the entity administrator
On the new team page for the entity, assign an employee as entity administrator using the role dropdown menu in the user file.
You want to assign an entity administrator, and your user is at the global level:
You want to assign an entity administrator, and your user is at the global level:
On the new team page, in the campaign administrator section of the modal window for creating or editing the selected entity, you can search for the user you want to appoint as administrator of the entity, whether globally or within a entity.
Please note :
Within the same entity, the same user cannot be appointed as both Entity Administrator and Campaign Administrator.
Generally speaking, when an entity administrator is assigned on the platform, they receive this following email:
3. How do I remove an entity admin?
From the global:
From the global:
From the entity editing modal, in the entity administrator section:
Click on the cross on the badge of the employee you want to remove.
Click on Save. This user will automatically become a user, whether globally or in an entity.
If they are also an administrator of other entities, they will remain administrators of those other entities.
From an entity:
From an entity:
From the employee's user profile, select the new role you want to assign them from the role dropdown menu.
4. What permissions does the entity administrator have on the product?
Find detailed information about the permissions associated with each role in this article: https://help.letsignit.com/en/articles/224910-quelles-fonctionnalites-sont-accessibles-selon-les-roles
#admin #campaign #role #nomination