Assigning Admin Rights to Employees

Wendy Claypool -

You can give employees within your company admin rights and control access levels within the settings tab in your portal.   

Login to your ClientWhys admin at portal.clientwhys.com
Click on the gear settings icon located to the right of your business name.

Settings.png

At the top of the window click on the security icon.

 securitytab.png

On the Users & Access Levels page click on +Add Another

All Portal admins can have a different role assigned to them, depending on what they need to do.

Enter the admin's name and email address. Flag the checkbox to send a password set-up email to the employee.

Password.png

 

Select the Access Level –

accesslevel.png

Select Main Tab Access -

 Tabaccess.png

Click Save Changes.

Admins will need to login at portal.clientwhys.com.

Please feel free to email help@clientwhys.com if you need assistance.

 

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