Invite or Create a New Admin

The Invite or Create a New Admin module is where Admins can create and customize a new Admin account in a Marketplace. Any Admin created or invited with this module will have Site Admin access rights, and will not, by default, have access to the Platform level of the Admin Console or to other Marketplaces in the Platform. In order to create or invite an Admin with Platform level access, the Admin must be created in the Invite or Create a New Admin module at Platform level.

[Screenshot of Invite or Create a New Admin page]

Enter the new Admin’s first name, last name, email address, and phone number in the first block. The phone number field is not required.

If Order Approval is enabled in the Marketplace, an Order Approval Settings block will appear. Set the toggle to Approver to make the Admin an Approver. Set the Admin’s approval hierarchy level. If the Assign Users to Approvers method is selected in Order Approval Settings, and if the Admin is set to any approval level below the highest level, select the Approver at the next highest approval level to whom orders approved by the Admin will be sent for additional approval.

[Detail Screenshot of  Order Approval Settings block with toggle and both dropdowns]

Customize Site controls visible to this Admin

When the Customize Site controls visible to this Admin section is expanded by clicking the arrow on the left-hand side of the section, a list of the Marketplace’s navigation categories will appear. Each navigation category in the list can be expanded by clicking the arrow next to the category name to reveal the modules in each category. These categories and modules correspond to the categories and modules in the Admin Console Marketplace sidebar. Use the checkboxes to provide or deny access rights to categories or modules in the Marketplace Admin Console for the new Admin.

[Detail screenshot of Customize Site controls visible to this Admin section]

When you’ve finished adding details and customizing access rights for the new Admin, it’s time to save the new user. There are two options at the top and bottom right-hand side of the page:

  1. Save and Set Password. Click this button to create a password for the new Admin. Enter a password in the field in the popup. Click the eye icon to show or hide the entered password. Once the password is strong and meets the listed criteria, click the Set Password button. The new Admin’s password will be set and their account will be created. Once the new Admin has logged in with the password you created, they can go to the My Profile page to change their password.
  2. Save and Send Invitation. Click this button to send an invitation email to the Admin’s email address (entered above) with a link to set their password themselves. The Admin account will be created, but the new Admin will not be able to log in until they have set a password for their account.

[Detail screenshot of two save buttons]

Click the Back button on the confirmation popup once the Admin’s password has been set or the invitation email has been sent to return to the Invite or Create a New Admin page to create another new Admin.

Updated on March 6, 2023

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