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Adding an Enterprise Admin
Updated over a year ago

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].

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