Article: How to Grant Admin Access to a User

Granting admin access to a user in your financial data management software allows them to perform advanced functions, such as managing other users, accessing sensitive data, and configuring system settings. Follow these steps to assign admin privileges to an existing user.

Step 1: Access the User Management Section

1. Log in to your account using administrator credentials.
2. In the main menu, click on "Users".
3. Select "User Management" to see a list of all users within your organization.

Step 2: Find the User to Modify

1. Use the search bar to locate the user you want to promote to an administrator.
2. Click on the user’s name to open their profile page.

Step 3: Change the User’s Role to Admin

1. On the user’s profile page, look for the "Role" dropdown menu.
2. Change the role from the current setting (e.g., "Analyst", "Viewer") to "Administrator".
3. Click "Save Changes" to apply the new role.

Step 4: Confirm the Changes

Once saved, the user’s role will be updated to “Administrator,” giving them access to all admin-level permissions. It’s recommended to notify the user about their new responsibilities and the scope of their administrative powers.

Important Note: Be cautious when granting admin access, as this role allows users to make critical changes that can affect your entire organization, such as adding or deleting users. If you need to revoke admin access, simply follow the same steps and change their role back to a non-admin setting.

Next Steps

If the new admin needs help getting familiar with user management tasks, such as adding new users, modifying user information, or removing users, direct them to our help articles for more detailed instructions.