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Can there be multiple company admins for Surety® or Surety® Pro?
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Modified on 2017/09/19 20:47
by
Chad
Categorized as
FAQ
Subscription Studio
Configure Administrative Account
Forms Designer Support Overview
Subscription Studio
Configure Administrative Account
Forms Designer Support Overview
»
Can there be multiple company admins for Surety® or Surety® Pro?
[X]
»
Can there be multiple company admins for Surety® or Surety® Pro?
Additional administrator(s) can be setup by a current administrative account using the Subscription Studio.
See also:
Subscription Studio
,
Configure Administrative Account
First log in using the company admin profile.
Hover over the Admin drop down and click on Subscription Studio.
Once the Subscription Studio has opened, click on the ellipses for the Team Member needing to be setup as an Admin.
Click Edit Member
If you display the Team Members in the list view, then click on the Name assigned to the subscription to edit it.
Click the Admin box
then click Save.
A successful save will change the subscription from Team Member to Admin. Administrator accounts are represented by a green colored tile.
The company administrator role has access to certain functions that standard subscriptions do not. These include:
renewing accounts,
purchasing and assigning add-on features,
adding/removing subscriptions
editing Team Member profiles
managing the company and location information
accessing the Form Designer (SP only)
Related pages:
Subscription Studio
Forms Designer Support
Name
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Admin drop to SM.png
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EditUser.PNG
54.58 KB
hoveroverAdmin.PNG
8.34 KB
logintoyouraccount.PNG
7.62 KB
searchlicenses.PNG
55.66 KB
SM 2nd Admin.png
13.01 KB
SM Admin Check.png
29.37 KB
SM click ellipses.png
77.76 KB
SM edit member list.png
67.17 KB
SM Edit Member Save.png
10.92 KB
SM edit member.png
10.60 KB
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