Manage Administrative Access
Learn how to manage administrative access for a user.
If the user does not already exist in the account, you should:
- Log into your account
- Click on Users on the left hand navigation
- Click on Manage Users
- Next, find Add New User in the top right hand corner
- In the drop down, select Add New User
- To add administrative rights, first select the appropriate user type. Generally this is the option that ends with admin
- Once you’ve selected, click Next and complete the profile.
- It is recommended that you click Send Invite to User
If the user already exists in the EVERFI platform:
- Log into your account
- Click on Users on the left hand navigation
- Click on Manage Users
- When you get to the list of learners, use the search bar to locate the user
- Once located, click on the name
- Click on Edit and then Edit User
- Once on the pop up screen, you can select the admin role and click Next.