Adding an Administrator

Overview

Organizations will need to add additional administrators after implementation. Ankota allows for easy administrative adds at any time.

Adding Administrators

Note: for organizations with more than one department, setting up an admin at the parent level will give that administrator access to all subdepartments. To limit access, set up the admin at the individual department level. As with all workers, set the template from the available drop-down list after creation, then Save, to set permissions.

To begin, go the Main Menu, then click on Staff. (This may be called Admins in your environment.)

Before adding any new administrator, search for the admin's name with the status of All to ensure this employee has not been added before.  This helps prevent unwanted duplicates.

If you do not find the admin, click on + Add new. 

New Admin Registration Page

Next, fill out the admin's name and check the box next to Create Web User. For admins, add an email for the User ID and a temporary password (such as "password"), then click submit. This will create their new, usable profile. 

To limit the new admin's permissions, after creation, click the Template drop-down and pick their appropriate level of permissions. If you do not see an appropriate template, reach out to Support to request a new template for permissions.

Old Profile View

In personal information, make sure Administrator is selected for the User Role, then enter their demographic information as needed. For a basic administrator, only a name, User ID, and password are required. (The password is a temporary password, and will be re-set at first log-in.) Some organizations may require other information; fill out fields as needed.

Should you wish to have the ability to text your staff, you will need to enable the "Consent to receive text messages" functionality.  The process is as follows:

• go to staff from the main menu

• Search for the staff member whose number you wish added to receive text messages
• Click on their phone number
• Check the box next to "Consent to receive text messages"
• Click "Save"

When you are done entering this information, scroll down and click Save Personal.

Note that once you save, the default Administrator template in your environment will be applied and will then be visible in the Template: field.

If this template needs adjusting - for example, if the new administrator is the head of billing, and will therefore need a billing template - click the template drop-down list and select the appropriate template from the list. If you do not see the template you are looking for, reach out to your Ankota specialist.

Please note Ankota will require the administrator to change the password the first time they log in.