How to: add, delete, or edit admins

Tags: Admins, Process, Subcontractors

Overview

We provide business owners the ability to share admin access to select employees. Sharing admin access on Trayd provides a number of benefits for managing your business:

• Centralized control & oversight over your employees’ schedules and/or payroll
• Improved efficiency by streamlining administrative tasks (such as timesheet approvals)
• Better resource management by assigning admin access to the people that are best equipped to handle allocations and forecasting of scheduling and payroll

Process

Add an admin

1. To navigate to the Admins page, select the Settings dropdown on the left side navigation bar. Then, select the Admins option.

1. On the “Admins” page, select the Add admin button that is on the top right corner of the page.

1. An “Add admin” drawer will slide out on the right side of the page. Here you will see a User dropdown where you can select the user you would like to grant admin access to. You will also have the option to select the Full access checkbox or Schedule admin checkbox.

👉 Note: You can only select one of the checkboxes for admin access type. If you select Full Access and then want to change it to Schedule Admin, you will have to first de-select the Full Access checkbox to be able to select the other option.

1. After you have selected the User and selected the appropriate admin access checkbox, remember to click Save ! The new admin user will immediately show up on the Admins table.

Delete an admin

To delete an admin, simply select the Remove option that is on the far right of the admin user’s row. Next, you will be prompted to confirm that you do want to remove their access. Select the Remove [Admin User’s Name] button to successfully remove their access. In the Admin page, you will see that they are no longer included in the table.

Edit an admin

To edit an admin, you can select the Edit option that is on the far right of the admin user’s row. The “Admin” drawer will slide out from the right of the page. Remember to click the Save button for any changes you want to keep!