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Add an Administrator to EngagementHQ
Add an Administrator to EngagementHQ

Set up your engagement team by adding or inviting a site, project or hub administrator

Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated over a month ago

In EngagementHQ, you can add administrators to help you manage your consultations and site in the Team area. You can also use this section to block or edit administrators, including changing their role and project access, and determine when they last logged in and how many projects they can access.

Admins can have one of three roles, and each provides different levels of access. The roles are:

  • Site Administrator: Manage all aspects of your site, including Appearance, Team, Projects, Participants, Newsletters, Reporting, and Site Settings.

  • Hub Administrator: Manage assigned Hubs and Projects, Participants, Team, Appearance, and Reporting for their Hubs. Hub administrators are only available on an Enterprise Edition license.

  • Project Administrator: Manage assigned projects, including content, tools, widgets, and reporting for those projects.

You can either add an administrator directly or invite them using an email address. If the email you’re using isn’t working, the administrator may already be a participant; you can upgrade a participant to an admin in their profile.

Add an Admin

When you use this option, you must select their username, password, role, and any required questions from your Signup Form. You will need to communicate the login details to your new administrator.

  1. Go to Team in the main menu to access your Administrator list and select Add admin.

  2. Fill out the details for your new administrator; these details mirror the details from your Signup Form. The password must be between 8-16 characters and include at least one number, upper-case letter, and lower-case letter.

  3. Use the Role drop-down menu to choose the role for your new admin.

  4. Select Save.

Invite an Admin

Your second option is to invite your admins to join the site.

  1. Go to Team in the main menu and select Invite Admin.

  2. Enter your staff member’s email address in the User email field and use the User role drop-down menu to select their permissions.

  3. Select Invite.

Invited admins will receive an activation email containing a link to the registration form.

What Else?

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