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Home > eRATEX Process Flows and Procedures > Adding Admin Users

Adding Admin Users

Administrative users have limited access to specified pages by assigning them to Admin Groups. Or, admin users can be added to the Super Admin group, and be allowed access to the entire eRATEX Admin site.

 

First, you ensure the user has been created, either in the eRATEX customer site, or in the admin site. Then the user is either assigned as a Super Admin, or assigned to an Admin Group.

 

You can create new Admin Groups, and define the access these groups have.

Creating a User in the eRATEX Customer Site

  1. In the eRATEX Customer Site homepage, click Login.
  2. Click Don't have an account? Click here to create an account.
  3. In the fields that display, enter the user information.
  4. Select I am over 13 years old.
  5. Click Create Account.

Creating a User in eRATEX Admin

  1. In the eRATEX Admin dashboard, click Contacts > Create Contacts.
  2. In all required fields (marked with an asterisk (*)), enter user information.
  3. Select Over 13.
  4. Click Save and Close.

Making a User a (Super)Admin

  1. In eRATEX Admin click Configuration > eRATEX > Advanced > Admin Security.
  2. Click the security role you are adding the user to.
  3. In Role Members, Click Add.
  4. In Filter, search for the user by E-Mail, Name, or Customer ID.
  5. Click Apply Filter.
  6. Click the user.
  7. In Tools, click either Set Admin or Set SuperAdmin.
  8. Click Save and Close.

Adding an Admin User to an Admin Group

  1. In eRATEX Admin, click Configuration > eRATEX > Advanced > Admin Security.
  2. Click the name of the Admin group you are adding the user to.
  3. In Role Members, select the user.
  4. Click Add.
  5. Click Save and Close.

Creating an Admin Group

  1. In eRATEX Admin, click Configuration > eRATEX > Advanced > Admin Security.
  2. Click Create Admin Role.
  3. In Name, type the display name for the admin role.
  4. In Description, type the access the role has.
  5. Select Active.
  6. Select the pages the role does not have access to.
  7. Click Save and Close.


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