Add an administrator
Add a teammate from Settings > Administrators and choose what that administrator can access.
Use Settings > Administrators when you need to add a teammate who can access workspace administration. The Administrators list shows current users, their emails, role labels, total administrators, active administrators, and owner count so you can review access before adding another person.
Open Add Admin
- Open Settings.
- Choose Administrators.
- Review the current administrator list, including total, active, and owner counts.
- Choose Add Admin in the top-right corner.
Enter user details
In User Details, enter the Full Name and Email. You can also add a Username for display only and a Phone number when you want contact details on the administrator record.
Choose role and access
Use Role & Access to choose what this administrator can do. The Role preset selector can use presets such as Accounting. Expand access groups such as Commerce, Billing and Finance, Website, and Operations to review the areas included before granting access.
| Group | Examples shown in the form |
|---|---|
| Accounting | Invoices, payments, payouts, expenses, and reporting |
| Commerce | Orders, products, customers, shipping, discounts, markets, and storefront operations |
| Billing and Finance | Invoices, quotes, payments, subscriptions, payouts, taxes, and accounting |
| Website | Website, domains, themes, forms, documents, appointments, and calendar work |
| Operations | Employees, reports, support, notifications, profile, gateways, and integrations |
Set administrator status
Use the Status card to control whether the administrator starts Active. Keep access inactive if you are preparing the record but do not want the person to use the workspace yet.