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How to Add Admins + Users

Purpose: This article explains how to add new administrators to your Civic Champs organization and assign them the correct permission level.

Use Case: When new team members join, when delegating responsibilities, or when adding seasonal or volunteer coordinators.

Prerequisites

  • Full Admin permissions
  • Email address for each admin you’re inviting

Steps

  1. From the left hand sidebar, select Setup.
  2. From Setup, select Admins.
  3. Click Add Admin in the top-right corner.
  4. Enter:
    1. Name
    2. Email
    3. Phone number (optional)
  5. Select Permission
    1. Member: 
    2. Admin 
    3. Super Admin
  6. Click Save.
  7. The new admin will receive an email invite to set their password.

Best Practices

  • Keep permission levels narrow,  only grant access necessary for their role.

Troubleshooting

  • Admin didn’t receive the invite? Resend from the Admins tab.
  • They still can’t log in? Direct them to Forgot Password.