From the Dashboard, click Employee Management in the left-hand menu to expand the tab.

Click Administrators from the expanded Employee Management menu.

You will now be directed to the Administrators page.

Here, you can:

Click the + Add Admin button located in the top right corner of the page.

Choose an existing employee from the dropdown menu to assign as an Administrator.

Note:
 The employee must have an email address attached to their account in order to be added as an Administrator.

You will be directed to the Administrator Access page where you will select the appropriate access level.

There are four Administrator types available:

Has full access to the entire account and can view and make changes to all areas of the platform.

Can view all data across the platform but cannot make any changes.
 This option is often used for individuals who need visibility but should not have editing permissions.

Has full access to view and make changes, but only for the selected location(s).
 For example, if your company has multiple offices, a Location Admin can manage the New York office but will not have access to modify the Los Angeles office.

Can view all data for the selected location(s) but cannot make changes.

If you select a Location-based Administrator role, choose one or more locations to assign.

The Administrator will receive notifications only for the selected location(s).

If no location is selected, the Administrator will receive notifications for all locations.

Step 8: Edit or Remove an Administrator

Once an Administrator has been added, you can: