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Administrators' overview > Creating administrators Creating administrators |
SameDay Courier online users can be created individually or in bulk.
Once an individual is assigned to a group, the group determines the individual's role and permissions. So administrators are a special type of user who have admin privileges because they are assigned to an admin group.
Individuals who have a SameDay ID but who are not in a group (or have been removed from a group) are available for assignment to any user/admin group.
Before you start
| 1. | You must be logged in as an administrator. |
| 2. | If you need to create administrators in bulk, create a .CSV file (the header row is ignored on import). |
| 3. | Administrators cannot add more people to their own Admin group (the group to which they themselves belong). |
Actions
| 1. | Select ADMIN > LogIn Management > Add New Administrator |
| 2. | If appropriate, choose the group to which the administrator(s) will belong from the Admin Group Name dropdown list. |
| 3. | To create administrators in bulk using a prepared .CSV file, click Upload User List, find the .CSV file and click Open. |
OR
To create one administrator at a time, go to the New Admin Details panel and fill in all the mandatory fields.
| 4. | When you have completed setting up the administrator, click one of the following: |
Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).
The newly assigned administrator receives a welcome email containing a login ID and password.
When they log in for the first time, new administrators have to register with the system and create a password of their own.
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