Admin Users

Tip

Invite team members from your organization and assign granular permission sets—giving each user exact access to the portal features and administrative controls they need.

Open User Management

In the left sidebar under the Settings section, click Admin Users.

Open the Invite Modal

Click the + Invite admin user button in the top right corner.

Enter Teammate Details

Enter your teammate’s Email, First name, and Last name.

Configure Permissions

1. Full Access: Check Admin to grant full access to everything (including settings and user management).
2. Granular Access: Select individual permission boxes based on their role:
   • Manage viewers: Create, edit, and remove viewers and their attributes.
   • Manage viewer groups: Create and edit viewer groups and their attributes.
   • Manage embeds: Add or remove embeds, menus, and group content access.
   • View billing: View subscription and billing information.
   • View portal preview: Open the portal preview as a viewer would see it.

Send Invitation

Click Send invitation to send an email invitation to your new user with their assigned permissions.