Utilizing Account Center's sub and full admin permissions is a great way to provide your organization’s leaders with the information, capabilities, and resources they need to support your goals.
A few things to keep in mind as you manage admin permissions:
The number of admins that can be assigned to a Sales Insights account is only limited by the number of available and activated licenses for the account.
Admins have the ability to add and remove other admins. If you've accidentally removed your own admin abilities, please reach out to another admin on the team for assistance.
To find users with specific permissions, you can filter by User details on the Users page of Account Center.
To grant permissions for a new admin:
From Account Center, click People.
On the Users tab, find the user you want to make an admin from the Filtered users section, or search for the user using the search bar to the right.
Click More to the right of their name and select Manage permissions.
Select admin type:
Click Save.
If you'd like to change an existing user to an Admin only seat, you can revoke license access. If you'd like to add a new admin as an Admin only seat, you can do so when you add them as a new user.
If you'd like to change an existing user to an Admin only seat, you can revoke license access.
If you'd like to add a new admin as an Admin only seat, you can do so when you add them as a new user.
To manage permissions for an existing admin:
From Account Center, click People.
In the Admins tab, locate the admin you’d like to edit.
Click More to the right of their name and select Manage permissions.
Select admin type:
Click Save.
To remove admin permissions:
From Account Center, click People.
In the Admins tab, locate the admin you’d like to edit.
Click More to the right of their name and select Remove admin.
Click Remove admin from the confirmation window.