How to assign Admin rights

Updated February 21, 2023 09:43

This article will explain:

Differences between admins
How Admins can upgrade access levels from User to Admin
How SuperAdmins can upgrade access levels from User and/or Admin to SuperAdmin
Tips and know hows
Best practices

Different types of admins

Depending on whether you're an SuperAdmin or a Admin you will have different rights that means you can perform different actions.

Functionality	SuperAdmins	Admins
Administration
Invite new users	X	X
Upgrade a user to become an Admin	X	X
Upgrade a user/admin to be SuperAdmin	X
Delete Users/and or Admins	X	X
Downgrade access levels eg. from Admin to User	X
Delete Users and/or Admins	X	X
Create and delete Templafy user groups	X	X
Authentication methods	X
Backup & Restore	X
Settings	X
Configuration
Full rights over all libraries	X	X
Full rights over base templates	X
Add/edit/delete company data	X	X
Upload/delete company logos, color themes, fonts and styles	X	X
Email settings	X
Forms	X
Plugin configuration groups	X
Template Designer	X	X

How to assign or edit access levels if you are an Admin or SuperAdmin:

To perform either of such actions above, you go to your name.templafy.com, the so-called webApp, in a browser and follow these steps:

Step 1: Click on Administration

Step 2: Click on Users

Step 3: Click on the arrow to access dropdown menu with more options

Step 4: Choose new access level

Only SuperAdmin can provide SuperAdmin rights to other users, Admins will be able to provide User or Admin rights only
Assigning, editing or revoking rights will be reflected instantly

General tips and know how

You can search for the user/email that you wish to manage access levels for
Make sure you are changing access levels for the right user before confirming the action
Please note, that Admins cannot downgrade SuperAdmins or even other Admins
A user needs to be registered in Templafy before their access level can be changed
You need SuperAdmin rights to upgrade anyone to SuperAdmin
SuperAdmins can downgrade other SuperAdmins and/or Admins using the dropdown shown in step 4 above, rather than using the delete action marked with a 'x' (on Mac) or a bin button (on PC)

Best practices

Be mindful, that you keep the list of Admins and/or SuperAdmins to only those who need it and can carry out actions that comes with more access responsibly. Therefore, we recommend, only giving Admins and/or SuperAdmin rights to those who have had proper training and have an understanding of what these access levels entail.