How to add or remove administrators or change roles

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Scott Seipold

There is one Primary Administrator for your recognition program (initially set when your recognition program was created).  This is the only person who can add or remove other administrators or change an administrator's role. 

There are 3 other administrator roles in the admin system:

  • Full User - Can do everything that the primary admin can do, except add/edit/remove other admins
  • Analysis User - Can only view the Analysis, Perks, and Recognition tabs
  • Technical User - Can only edit Settings related to Workstars TV, Integrations, SSO, and the Employees tab to view data errors

Good to know

  • Your admin system account ID/PW is different from your recognition program employee account ID/PW
  • Do not use shared email boxes for admin accounts, as this creates a security concern
  • To change the primary admin, contact support@workstars.com
  • We recommend you enable Two Factor Authorization (2FA) security for all admin accounts

 

How to add an administrator

From your Primary Administrator account:

  1. Click System Settings
  2. Click Administrators
  3. Click the add a new administrator inline link
  4. Fill in the form with forename, surname, email, role
  5. Click Add

Good to know

  • A welcome email with link will be sent to the new admin
  • Name and email cannot be changed - remove and replace account if changes are needed

How to remove an administrator

From your Primary Administrator account:

  1. Click System Settings
  2. Click Administrators
  3. Locate the Administrator you want to update
  4. Click the 3-dot ellipsis to the right of the admin, select Delete
  5. Click Confirm

How to change an administrator's role

From your Primary Administrator account:

  1. Click System Settings
  2. Click Administrators
  3. Locate the Administrator you want to update
  4. Click the 3-dot ellipsis to the right of the admin, select Change Role
  5. Select a new role from the list
  6. Click Confirm

How to reset an administrator's two factor authorization

From your Primary Administrator account:

  1. Click System Settings
  2. Click Administrators
  3. Locate the Administrator you want to update
  4. Click the 3-dot ellipsis to the right of the admin, select Reset Two Factor
  5. Click Confirm

Good to know

  • No notification email will be sent for a 2FA reset
  • If an admin account password reset is needed, go to the admin portal login page and click Forgotten password

 

 

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