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Promote an existing User from having an 'Individual' role to an 'Administrator' role and access

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Promote an existing User from having an 'Individual' role to an 'Administrator' role and access

Steps to promote an User from 'Individual' role to 'Administrator' access

Read more about the Administrator Roles

Super Administrator
This is the highest level of access in the platform. Super Administrators have access to all pages, including pages that define your platform's security.

Training Administrator
This is the most common level of access for administrators. As an Admin in your platform, this is the permission set that you will have. A Training Administrator is able to create and manage Course Templates and Resources, schedule courses, and manage Delegate bookings and Invoices.

 

Related Help Guide Pages

Learn how to promote an existing User from having an 'Individual' role to an 'Administrator' role and access

If you have an existing member of your business that is now joining your administrator team in accessplanit, you do not need to create them as a new User! Instead you can promote them from an 'Individual' role to an 'Administrator' role to expand their access and responsibilities within your Platform, without losing their history.

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Follow this page to learn the steps for promoting an existing User from having an 'Individual' role to an 'Administrator' role.

Please note
Promoting an Individual User to a Super Administrator or Training Administrator may come with an additional charge if you have exceeded your Admin Licenses. For more information on how many Admin Licenses you currently own, please contact either our Support Team or your CSM

Add Administrative Access to an existing User

Follow the steps below to allow Training Administrative or Super Administrative access

Please Note

For creating a new User and giving them an Administrative role, please follow our guide for adding a new employee as a User to a Customer Account

 

  1. Click ‘Users’ within the Main Navigation Menu on the left-hand side

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  2. This will open the Users DataGrid

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  3. Using the search bar and/or filters, search for the User you want to promote from an ‘Individual’ to an ‘Administrator’
    You can search via full name or User ID

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  4. Right-click on the User and select ‘Roles’ from the context menu

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  5. This will open the ‘Roles’ DataGrid for your selected User

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  6. Click the ‘Add User Role’ button

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  7. This will open the ‘Add User Role’ pop-up box

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  8. The ‘User’ will automatically be populated

    image-20250724-083456.png

     

  9. Click the ‘Select’ button next to the Role

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  10. This will open the Roles DataGrid

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  11. Using the Search bar, search for either of the following two roles:
    Super Administrator - ‘AP-SUPER’
    Training Administrator - ‘CMTADMIN’

    image-20250724-083753.png

     

  12. Select the role within the DataGrid and click the ‘OK’ button in the bottom right corner of the pop-up box

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  13. This will now populate the ‘Role’ field

    image-20250724-084022.png

     

  14. Once you have selected the Role, click the 'Save & Close button in the bottom right-hand corner of the pop-up box

    image-20250724-084921.png

     

Top Tip!

The ‘Account’ & ‘Account Group' options allow you to restrict the Administrative access over a particular Account or Account Group. This is usually used for Manager & Training Administrators NOT Super Administrators. Super Administrators require access over everything in the Platform, so you wouldn't typically restrict them to an Account or Account Group. Training Administrators, however, may need to be restricted due to their role within your business. You can select Accounts & Account Groups by clicking the ‘Select’ button next to each field

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FAQ’s

I have given the User administrative access but certain areas of the Platform are missing

This could be based on the role you have given them. For example, a Super Administrator will have more access than a Training Administrator.

For Report Writer, Checkout Options, Imports & Dashboard access, please contact a member of our Support Team

I have given my User Administrative access however they cannot see certain Account or User information within the Platform

Check that the User is not restricted to an Account or Account Group, if they are, remove these options and allow Training Administrative access over everything

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You can click the little 'x' next to the Account or Account Group to remove it

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Administrative access is to much for my User can I give them Manager access over an Account?

You can give Manager Access over a User to a specific Account. This is the highest level of access that you will grant to your customer base. Typically, you will have at least one Manager per Account, but it is possible for Managers to have access to more than one Account. This User will be able to view the other Users in their Account, make bookings for them, and view their booking history, as well as be able to book themselves onto courses.

For Manager Access, follow the same steps above and search for the following role: AP-MNG’. Make sure when giving Manager Access you restrict them over an Account or Account Group

 

 

 

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