The Admin Console button is located in in the menu below your name in the upper right and is only available to Account admins (not contributors).

Admin Console functionality includes:

• Inviting members to an account
• Editing User Types
• Removing (deleting) users from an account
• View user associations and activity
  • Click the chevron associated with a user in the user list to display the following user information:
    • Projects
    • Products
    • Last activity date

Account Invitations

To invite users to your account from within the Admin Console:

  1   Ensure your account is already selected in the upper left.

  2   Select Invite New Members.

  3   Enter email addresses, comma separated, for users you wish to invite.

  4   Choose the permission level for new members.

• Account Contributor - Can manage Project Admin permissions ONLY for self-created projects and can't access the Admin Console
• Account Admin - Can manage Project Admin permissions for ALL projects, can access the Admin Console, and can invite other users as Account Contributors or Account Admins

  5   Select Add Members.

Invited members are sent an email advising them to register for the project. Note: After a user has been invited to the account, they can then be added to an Outreach Deal Team associated with a project.
 

Editing User Types

From within the Admin Console:

  1   Select your desired account in the upper left.

  2   In the user list grid, select the check boxes associated with the users you'd like to edit.

  3   In the right panel, choose Edit Permission.

  4   Choose the desired permission level for the designated users.

  5   Select Save.

Removing Users

From within the Admin Console:

  1   Select your desired account in the upper left.

  2   In the user list grid, select the check boxes associated with the users you'd like to remove.

  3   In the list of icons, choose Remove Users.

  4   Select Remove.


Removed/deleted users no longer have access to the account or any associated projects.