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Use the Admins screen to add, invite and manage the people who can log in to your company’s admin. Each admin needs at least one role, which controls what they can see and do.

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Where to find it

In the admin sidebar, under People, select Admins.
To open this screen, your role needs View only or Full access for Company Admins. To add, edit, delete or export admins, it needs Full access. To add or edit an admin, it also needs View only or Full access for Roles, so the form can list your company’s roles.To send invites, your role also needs the Edit user profiles, status, and details switch for Users (Customers & Admins).On the Roles screen, Company Admins and Users (Customers & Admins) are in the People card, and Roles is in the Settings card. Open the card and set access from the area’s menu, not the card’s. To turn on a single switch, click the area’s name to show its switches.

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What’s on the screen

New Admin and Export are at the top of the page. The banner above the list lets you Try it with the new Admins table, which keeps your search, sort and page when you come back from an admin’s page; Switch back returns to this table.

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Admins list

  • Use the search box to find an admin.
  • You can sort the list by Username, Name or Email.
The list has these columns:
  • Username
  • Name: the admin’s full name, or No Name Provided.
  • Email
  • Status
  • Roles: up to three of the admin’s roles, then a count such as +2 more.
Click an admin to open their page. Each row’s actions menu has Edit, Send Invite and Delete. To delete several admins at once, select their rows and use the menu in the table header, which shows the count, such as Delete 3 Admins.

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Admin page

The admin page opens when you click New Admin or an admin in the list. A new admin’s page is titled Invite Admin. A saved admin’s page is titled Admin Details and shows the admin’s name with a status badge. The main cards:
  • New Admin (Admin Details on a saved admin): Email Address, First Name and Last Name, all required.
  • Additional Details: Phone Number, External ID and Username, all optional. Click the card’s title to hide or show them.
Email Address and External ID can’t be changed after the admin is created. The cards on the right:
  • Roles: check one or more of your company’s roles. At least one is required. On a new admin, a role named Admin starts checked if your company has one. Manage Roles opens the Roles screen.
  • Status: Active means the admin can log in and access the platform. A new admin starts as Active; leave it that way when you add an admin. On a saved admin, Inactive means they can’t log in.
  • Email is the Primary Key, on a new admin only: if the email address already belongs to a customer or rep account, the new admin is linked to that account.
  • Profile: Country and Language, from your company’s countries and languages. A new admin starts with your own country and language.
On a new admin’s page, Cancel and Send Invite are at the top. On a saved admin’s page, Save and the Admin actions menu are there instead. If the admin is also a rep with the same email address, View Customer opens their record on the Customers screen.

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Tasks

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Add an admin

1

Start a new admin

On the Admins screen, click New Admin.
2

Enter their details

Enter the Email Address, First Name and Last Name. Fill in Additional Details if you need them.
3

Choose roles

In the Roles card, check at least one role.
4

Check the profile

Check the Country and Language.
5

Create the admin

Click Send Invite to create the admin and email them an invitation. To create the admin without emailing them, click the arrow next to Send Invite and choose Create Without Invite. A confirmation message appears and you return to the admins list.
If your role can’t send invites, use Create Without Invite. See Where to find it.

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Edit an admin

1

Open the admin

In the list, click the admin, or choose Edit from their row’s actions menu.
2

Make your changes

Change the fields you need. Save becomes available once you change something.
3

Save

Click Save. A confirmation message appears, and you stay on the admin’s page.

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Send an invite

1

Open the menu

In the list, open the admin’s row actions menu. Or open the admin and click the Admin actions menu.
2

Choose Send Invite

Choose Send Invite. Fluid emails an invitation to the admin’s email address, and a confirmation message appears.

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Delete an admin

1

Open the admin

In the list, click the admin.
2

Choose Delete

Open the Admin actions menu and choose Delete.
3

Confirm

In the Delete this admin? dialog, click Delete. A confirmation message appears and you return to the admins list.
You can also choose Delete from an admin’s row actions menu in the list, or select several rows and choose Delete from the table header’s menu.
Deleting an admin can’t be undone. When you delete from the list, check that you’ve picked the right admins first.

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Export admins

1

Click Export

On the Admins screen, click Export.
2

Download the file

In the Export Admins dialog, click Export. Your browser downloads exported_admins_data.csv.
The file has a row for each of your company’s admins, so check it before you share it. Each row has the admin’s first and last name, email, phone, username, external ID, whether they’re active, when they were created, and their roles.

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Frequently asked questions

Your role has View only for Company Admins. With View only, you can open admins but not change them: the list has no actions menus, and an admin’s page has no Save and its fields are grayed out. Ask an admin who manages roles to give your role Full access for Company Admins. See Roles.
Either your company has no roles yet, or your role can’t view roles. An admin needs at least one role, so you can’t save the admin until roles appear. To add roles, or to give your role View only for Roles, see Roles.
Email Address and External ID are set when you create the admin. On a saved admin’s page, they’re grayed out.
When you create an admin, Fluid links them to any existing customer or rep account with the same email address. If they’re also a rep, View Customer on their admin page opens their record on the Customers screen.