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Promoting Users to Administrators

Note: To promote a user to an administrator, you must ensure that you have the appropriate privileges and scope. The MA can promote any user. The GAs can promote users to OA, UA, or GA for organizations within their administrative purview. The OAs can promote users to OA or UA for organizations within their administrative purview. The UAs cannot promote users to administrators.

To update a user’s administrative role, password, and management scope:

  1. Ensure that you are logged in with the required privileges and scope to create administrators and update the user information.
  2. Activate the Users and Administrators tab.
  3. Under the Manage Users and Administrators section, click the Search Users and Administrators link to display the Search Users and Administrators page.
  4. Enter the partial or complete information of the user whose account you want to update (as discussed in the preceding section) and click Search.

    A list of users matching the search criteria appears.

  5. Click the <user name> link of the user whose account you want to edit.

    The Basic User Information page appears.

  6. Click Edit to open the Update User page.
  7. If the user’s First Name, Last Name, Email address(es), Telephone Number(s) are not specified, enter the same. These attributes are mandatory for administrators.
  8. Click Next to display the User Account page.

    Note: If no account type is configured for the user’s organization, then the Change Role to Administrator button is displayed in the Update User page itself.

  9. On the User Account page, click Change Role to Administrator to display the Create Administrator page.
  10. On this page:
  11. Click Create to save the changes and create and activate the administrator.