Add or remove an administrator
A user becomes an administrator when they are added to the Administrators group. Only a member of this group can add or remove other members.
- Sign in as an administrator.
- SelectAdministration, thenManage Users and Groups.
- Select theGroupstab.
- Search forAdministrator groupand selectEdit.
- To add an administrator, selectManage assigned users, mark the name of the user and selectSave.
- To remove an administrator, selectManage assigned users, clear the name of the user and selectSave.
- Select Save when you're finished.
note
- If there's only one administrator, the outgoing one needs to add the new one to the Administrators group first. Then the new administrator needs to sign in to remove the former one from the group.
- Anyone who has theInternal User Administrationcheckbox in theUserstab unmarked won’t be able to see users assigned to the Administrators group.
When no one has administrator privileges
If no one at your firm is a member of the Administrator group, you'll need to contact Support for help.
Other administration privileges for non-administrators
Internal User Administration and Portal User Administration privileges are lesser privileges that you can grant to users on the User tab. These privileges let a non-administrator user to do limited tasks, such as set up users, reset passwords, and manage ClientFlow users.
A user can't be a member of the Administrator group and also be granted these lesser user administration privileges.