How to assign secondary Administrator privileges to a user (i.e. make them another Administrator)

The primary Administrator must invite that person to join Complyfile. This is done by sending them an Email Invite, so that they complete your organisation's volunteer application form. See How do I send someone a volunteer application form?

Now, when they've accepted the invitation and completed the application form, you'll get an email notification as the administrator to let you know this has been done.

Next, you'll want to go and view their Volunteer Profile Page.

Access the volunteer's profile page

Click here for instructions on how to access a volunteer's profile page, which is where you need to go in order to give them secondary 'Administrator Privileges'.

Assign administrator privileges

Once you're on the person's volunteer profile page, the primary Administrator ticks/checks the box below that says 'Administrator Privileges' to that person.

  • When the box is ticked that person has Administrator Privileges.
  • When the box is not ticked that person does not have Administrator Privileges.

Administrator to receive email updates?

If you want them to ALSO received the email updates, then you should also tick 'Receive email updates'.

If you don't want them to receive email updates, leave it unchecked / unticked.

What's an Email Update?

An Email Update is a system generated email notification, that let the Administrator(s) know when an Application Form / Character Reference Form has been completed.

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