Questions from Zendesk-How to make someone an administrator

Video Transcription

If you have a new team member who just joined the team and needs administrator access, what you should do is make sure that the new team member has an account in the system, and if he hasn't or she hasn't, make sure that they log in first.  Assuming that they have logged in, you, as administrator, can go to users, search for the person's name.  Suppose that Dwayne Johnson is a new team member. What you can do is, under user permission, click on edit and just make Dwayne Johnson the administrator.  Now Dwayne Johnson has to close his browser and reopen his browser and log back in in order to see the administrator access show up.  Keep in mind that OASIS does not care how many administrators you have, but it is recommended that you only give administrator access to people who you trust, because administrator does have destructive permissions so that they will delete things or change things without restrictions.  Now, if you want to have different levels of admin access, you can also click on edit. You can see that certain administrators cannot edit, cannot view, and can only run reports. So you do have different levels of administrator access.  With that said, I do want to mention one last thing. Imagine Dwayne Johnson has left the team. Do not delete his or her account just because they have left the team.  The reason is that if you delete someone's account, all their paper trail and audit trails of things that they have done will also be deleted. So when an administrator leaves your team, we recommend that you disable the account.  When you disable the account, we don't delete any record for that user. We only make sure the user can no longer log in. So once again, a few things to remember. You as administrator can make anyone else administrator, but only make administrator if you trust that person and make sure that person is not going to do anything destructive.  And lastly, don't delete administrator. Instead, disable administrator if that person is no longer with your organization. Thank you.

Video Summary

To grant a new team member administrator access, first ensure they have an account and have logged in. Navigate to "users," search for their name, and edit their user permissions to make them an administrator. They must then restart their browser and log back in to see the changes. While OASIS supports multiple administrators, it's recommended to give such access only to trusted individuals due to the potential for destructive actions. If different admin levels are needed, adjust accordingly. When an administrator leaves, disable rather than delete their account to preserve audit trails.

Keywords

administrator access

user permissions

OASIS

audit trails

trusted individuals