Business Admins

Manage Business Administrators for the platform.

Table of Contents

What are the components of the Business Admins page?

In the Business Admins page, authorized Site Admins or Business Admins can invite others to join the Business Admin team.

Invite Business Administrators

The Invite More function allows you to send invitations to individuals that you would like grant Business Administration privileges to.

  • Existing Business Administrators are displayed in a summary listing.
  • When you invite someone, the platform sends out a request email.
  • The invitee also receives an invitation request on their Action Dashboard page.
  • If the invitee is not a platform member, they must sign up using the same email address that the invitation is addressed to. They can then accept the invitation via their Action Dashboard page.
  • The request email includes a link so that the user can click through to sign up for the platform if he/she us not already a member.
  • While an invitation is still pending, a Resend Email button is available so you can remind the invitee.
  • At any point after a member has been invited, a Remove button is available so that you can remove the invitee or team member.

View Business Administrators

When a Business Admin invitation is submitted, a new entry is added to the list with the username, email address, and an initial invitation status of Pending.

Manage Administrators

A Business Admin can remove another Business Admin from the team.

How do I invite someone to be a Business Administrator?

The More > Admin > Business Admins page includes a business administrator invitation function that allows Business Administrators or Site Administrators to send out invitations to individuals that they would like to grant business administration privileges for the current platform deployment.

To invite someone to the business admin team

  1. Log in as a Business Admin and go to the Admin section.
  2. In the left menu bar, click Business Admins. The Business Administrator list is displayed.
  3. Click Invite More. The Invite Administrators page displays.
  4. In the Email text box, enter the email address of individuals you would like to invite to your development team. Separate each email address with a comma.
  5. In the Add a Brief Message text box, specify the invitation text you would like to send to your invitees.
  6. Click Invite. The invitation email is sent to the invitee.
  7. After the email invitation is sent, the platform will post an administrator invitation to the member's Action Dashboard. The invited platform member can then log into the platform to accept or decline the Business Administrator invitation.

How do I invite a non-member to be a Business Administrator?

If you have already received a Business Administrator invitation and are not currently a platform member, you must sign up to the platform using the email address that the invitation was issued to in order to accept the invitation. Currently only platform members can be invited to be Business Administrators. See Basics for more information.

How do I respond to a Business Administrator invitation?

If you receive an invitation via email to be a Business Administrator for the platform deployment you can accept or reject the invitation.

For instructions, see How do I respond to an invitation on my Action Dashboard?

Note: when you first accept the invitation, you might need to refresh the page to see the Admin menu.

How do I cancel a Business Administrator invitation?

Once an invitation is sent to an individual you would like to be a Business Administrator, the invitation itself cannot be revoked. A platform member can choose to accept or decline the invitation. If they choose to accept the invitation, you can remove the Business Administrator from the Business Admins page by clicking Remove. See How do I remove a Business Administrator who is assigned to the platform deployment?

How do I remove a Business Administrator who is assigned to the platform deployment?

Any Business Administrator can remove another Business Administrator from the platform deployment.

To remove a Business Administrator from the team

  1. Log in as a Business Admin and go to the Admin section.
  2. In the left menu bar, click Business Admins. The Business Administrator list is displayed.
  3. Find the Business Administrator on the list and click Remove.