Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Administration

Add or remove an administrator

A user becomes an administrator when they are added to the Administrators group. Only a member of this group can add or remove other members.
  1. Sign in as an administrator.
  2. Select
    Administration
    , then
    Manage Users and Groups
    .
  3. Select the
    Groups
     tab.
  4. Select
    Administrator
     from the Select Group dropdown list.
    • To add an administrator, select them from the Users list, then the right arrow to add them to the Group Members list.
    • To remove an administrator, select them from the Group Members list, then the left arrow to add them to the Users list.
  5. Select Save when you're finished.
note
  • If there's only one administrator, the outgoing one needs to add the new one to the Administrators group first. Then the new administrator needs to sign in to remove the former one from the group.
  • Anyone who has the
    Internal User Administration
     checkbox in the
    Users
     tab unmarked won’t be able to see users assigned to the Administrators group.

When no one has administrator privileges

If no one at your firm is a member of the Administrator group, you'll need to contact Support for help.

Other administration privileges for non-administrators

Internal User Administration and Portal User Administration privileges are lesser privileges that you can grant to users on the User tab. These privileges let a non-administrator user to do limited tasks, such as set up users, reset passwords, and manage ClientFlow users.
A user can't be a member of the Administrator group and also be granted these lesser user administration privileges.

error-icon

error-close