Upgrading Advocate accounts to Administrator accounts

Adding a current Advocate member as an Administrator will automatically upgrade them to an Administrator account. They will have all of the permissions associated with the role you choose. They will receive the standard Administrator invitation email and be automatically upgraded when they click on it.

1

To upgrade an Advocate member, go to  Settings > System > User Management and click on the Add User button (seen below).

 

2

Add the member's details into the pop-up and choose the "User Role." Next, click the Save button. To learn more about User Roles, review the Administrator Role / Permission Management article.

3

Instruct the member to click on the Administrator invite email. When they do so, they will now be able to view "Admin View."