How do I assign a user as a sub-administrator?

Once sub-administation permissions have been defined, an Administrator can assign sub-administrators to work templates, metric templates, tags, custom fields, Dashboard layouts, Executive Review layouts, Financial Review layouts and Field Management. Once assigned as a sub-administrator, the user will be able to create new items and edit and delete items for which they have been assigned as an Administrator. This article describes how to assign a user as a sub-administrator on a Dashboard layout, all other items have the same Administrator field.

1. Click Admin

Click Admin
  1. On the Icon Bar click the Admin button.
  2. Click Layouts to expand the menu, then click Dashboard.

2. Select Dashboard Layout

  • Click the name of the dashboard layout that you want to assign an Administrator to.

Note: You can also assign an Administrator during the creation of a new item.

3. Select Administrators

  1. Click the Administrators field.
  2. In the Find field, type an asterisk to search for users and groups that have the appropriate permissions.
  3. From the list of results, select users and/or groups that you want to assign sub-administrator permissions to.
  4. Click Save.

4. Click Finish & Save Changes

  • Click Finish & Save Changes.

5. View Dashboard Layouts

  • View updated Dashboard layout list.

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