Give a team member access to the Admin Panel

A Manager can use the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. to run your hub day to day. An Admin can do everything, including billing, roles and integrations. Only an Admin can change someone's user typeUser type Whether a hub member is an Admin, a Manager or a User; Admins and Managers can open Admin.. See Understand user types and roles.

1. 1

   Open their settings

   In Users, choose the pencil icon, Edit User, on their row, and open Settings.

2. 2

   Make them a Manager

   Under Host User Attributes, set User Type to Manager, and choose Save.

3. 3

   Make a Manager an Admin

   Open an active Manager's Settings and, under Admin Access, choose Make Admin, then YES. To make a User an Admin, make them a Manager first. A disabled Manager must be re-enabled first.

4. 4

   Take access away

   To take the Admin Panel away, set a Manager's User Type to User. To take full control away, open another Admin's Settings and, under Admin Access, choose Make Manager, then YES. You can't change your own type, so another Admin must change yours.

What happens next

• A User made a Manager is emailed that they now have access to the Admin Panel, and your hub's Admins and Managers get a copy. They open it with Admin in the top bar.
• A Manager made a User loses the Admin Panel at once, and the calendar they connected to your hub is disconnected.
• User types don't change anyone's role on cases.