An Enterprise Admin is a user with elevated privileges in your organization in order to manage your companies cards and it's users. As an Enterprise Admin, you have access to the following:
Company Analytics
Manage Users
Add Users
Deactivate Users
Delete Users
Reactivate Users
Reinvite Users
Reset Users Passwords
Edit Users Profiles
Edit Users Digital Business Cards
Edit Card Setup
Edit the Global Call to Action for your organization
Set Allowed Card Fields for your organization
Change Card Template Colors
Change Template Images
Logo
Background Image
Promo Banner
Note: It is highly recommended that a minimal amount of users within your organization be assigned this elevated role.
To create a new Enterprise Admin in your organization, login to the CloudCard dashboard with your enterprise admin account and click on your organization in the left hand navigation pane:
You will now be directed to the Users screen. Click on "Add Users" in the top right and then select "Create 1 user":
Please fill out the employee's information. All fields are mandatory. Make sure you set the user's role to "Admin" and uncheck the "Create business card" box if the user will not need a Digital Business Card:
Note: If you do not uncheck the "Create business card" field, your organisation will be billed for an additional user.
Finally, click on the "add user" button. The new Enterprise admin will receive an invitation email regarding their new account and logging in.
You can also change a current user's role by going to the users screen, clicking "Actions" next to the relevant user, and selecting "Edit User".
For any issues when adding and assigning an Enterprise Admin, please send a mail to [email protected].