EngagementHQ allows you to set up your engagement team to help you administer your site. This team can be made up of a combination of site administrators and project administrators, with each having different access permission to change and manage content.
We highly recommend you build your EHQ engagement team around a central site administrator and utilise the functionality of project administrators to assist in populating project pages.
What is the difference between a site administrator and a project administrator?
A site administrator has complete access to all features and settings of EngagementHQ.
A project administrator will only have access to populate projects assigned to him/her with content and pull reports. See the detailed article on Access levels for EHQ administrators.
Hub Administrator roles are only available with EngagementHQ Enterprise Edition. Check with your Engagement Manager to see if your license allows access to Hubs and read our article on Add a new Hub Administrator for detailed instructions.
Adding administrators to your team
The steps below describe how to add administrators to your team.
Select the Team link in the navigation bar of EHQ. You can view the Team page, as displayed below.
If the person has already been registered as a participant, then follow the detailed instructions in How to change a participant into an administrator.
If not, click on the Add admin button.
This will display the Add Administrator page.
To complete the registration process, enter the login/screen name, email address and a password. The password can be random but we recommend a computer-generated password via the various online tools available, for security purposes. (The admin can later change the password after the activation of account.) Select the designated role from the drop-down menu in Role. The options available for Role are Site Administrator, Project Administrator and Hub Administrator.
After entering the necessary information in the Add admin page, click the Save button to save the entries. The screen name is then displayed in the list of administrators in the Team page.
An automatic notification email won't be sent out. You will have to share the login credentials (username and password) manually. Automatic emails are only sent out while uploading participants into your database.
From your Administrators page, you can:
- Add new project administrators - you can select whether someone has admin rights for the whole site (Site Administrator) or restrict them to specific projects (Project Administrator).
- Edit administrators - you can edit the administrator’s screen name, email and role.
- Block an administrator - blocking an administrator means they will no longer be able to log in to the system and edit the site.
- Automatic logout - admins that are inactive for two hours will automatically be logged out of EHQ as a security measure.
Invite a user to be an admin by adding their email address and Admin role. Once the user accepts, they will be added to the list of users. The Invite option works only on Launched sites. On un-launched sites, the invited admins will not able to login as they are taken to the Sign-in page with the forgot password.
Learn how to add participants to your database to start engaging with your community.