Search

Managing System Administrator User Access

System Administrators manage your organization's platform and user configurations. System Administrator is a special capability given to users to access the System Admin Module. System Admins can manage the internal users, external partners and contacts, and the company's configurations.

Please see our full help article on modifying users for your reference below:

To learn more about modular admin capabilities, please see our full help article below:

Note: Only System Administrators can edit User's information, roles, permissions, and access.

This article covers the following topics:

Enabling the System Admin Access

  1. From the System Admin Module, navigate to the Users screen and click on a user that you intend to enable the System Admin Access for.

  2. Toggle the System Admin Access option and select the desired permissions. Click the Save button to confirm as shown below.

    Managing System Administrator User Access 2.png

  3. To confirm that your changes have been saved, navigate to the Users screen, and hover over the System Admin icons under the Advanced Capabilities column.

    Managing System Administrator User Access 3[R360]

Enabling the All Partner Access

System Admins can explicitly grant users access to all Partners within their instance. To grant permission, click on the Grant access to all Partners toggle switch as shown below.

System Admin Access Permissions

Any or all of the following System Administrator permission sets can be granted to any user, and each of these System Administrator permission sets is minimally privileged, that is, a user possessing any or all of these Administrator privileges:

  • Does not get access to any other modules or application data unless they are assigned a role that has those permissions.

  • Only has read and write access to the parts of the application that are explicitly granted by their Administrator privileges, unless they are assigned a role that has those permissions.

User, Role, and Organization Management

This permission, when granted to an Administrator, gives the user access (view & edit) to the Users, Roles, Business Units, and Organizational Hierarchy Screens at the application level of your company from the System Admin Module.

Managing System Administrator User Access 4.png

Note: When users are granted this access, they will only view the User, Role, and Organization Management.

Partner and Contact Management

This permission, when granted to an Administrator, gives the user access (view & edit) to the Partners and Contacts screens at the application level of your company from the System Admin Module.

Managing System Administrator User Access 5.png

Note: This System Admin Access permission supersedes partner access restrictions.

Advanced Configuration Management

This permission, when granted to an Administrator, gives the user access (view & edit) to the Advanced Configuration Screen, such as objects and fields, page layouts, and other platform configurations at the application level of your company from the System Admin Module.

Managing System Administrator User Access 6.png

Distribution List Management

This permission, when granted to an Administrator, gives the user access (view & edit) to the Distribution Screen at the application level of your company from the System Admin Module.

Managing System Administrator User Access 7.png