How do I invite more admins?
Please be advised that if you are on a paid plan, you must first ensure that you have the correct number of admin seats on your Subscription page (see detailed steps in the section below)
Steps to add more administrators:
- From the left-hand navigation menu, go to Users & Access
- On the top right, click on + Invite Admin
- Select Single Admin to input the admin's basic profile info and Login Email to send them an invitation directly from Vome.
- Select Generate a link to create a shareable link to send via email or a QR code that you can share with other admins to let them sign up and create their admin profile from scratch.
Once the admin receives their email invitation and creates an admin profile using the same email address that you sent the invitation to, they will immediately be added to your organization’s account.
Please note that adding additional admins may affect billing. See our
pricing for the additional cost per admin.
Steps to update the number of admin licenses under your account if you are on a paid plan
You must be the account holder to update the subscription for the account
- From the left-hand navigation menu, click Subscriptions
- Under the Annual or Monthly Subscription, under Number of
seats, click Update
- Select the new total of admin licenses you
wish to have. Click Save & Continue
- Finish the update subscription process
- Once you added more admins licenses, you can invite admins using the steps in the section above.
Who should be an admin in the portal?
An admin user should be a person who needs administrative access to your portal to view any part of it or manage things directly.
There's a big distinction between an admin user and a profile in your Database. Profiles in the database are generally volunteers or people you're managing.
What can admins do in the portal?
You can assign admins to be the coordinators of elements of your portal. Once an admin is an assigned coordinator, they will receive all of the notification related to that element:
- Form coordinator: Receives a notification when a user submits the form
- Sequence coordinator: Receives all notifications related to user interactions in the sequence
- Opportunity coordinator: Receives all notifications related to user interactions within the opportunity and is the primary contact person for the opportunity.
- Shift coordinator: Receives all notifications related to user interactions within the shift and is the primary contact person for the shift.
What does it mean to manage roles?
Managing admin roles is for organizations that wish to to restrict administrative access for specific admin users throughout the admin portal!
This feature is very useful for multi-location organizations or any organization with a clear hierarchy. You can only manage admin roles if you're on the Enterprise plan!
Once you create an admin role, you can assign it to any number of admin users. Each admin user can only be linked to one role.