Phin Security

How to Add a New Co-Managed Admin

The guide explains how to add, manage, and delete co-managed admins at the customer level via the partner dashboard, detailing steps to add new admins by entering their details, the ability to assign company-level admins across multiple companies with a company switcher feature, and the irreversible process of deleting admins which removes their access from all companies.

Adding a New Co-Managed Admin

If you work with companies that have an internal IT department that you co-manage, you can add them as an admin at the customer level. Follow these steps to add a new co-managed admin:

Step 1: Accessing the Partner Dashboard

  1. 1.Log into your partner dashboard.
  2. 2.Click the desired company you want to add the co-managed admin to.
  3. 3.Select Users on the left-hand menu.
  4. 4.Select Admins (Hammer Icon) and then select Add Admins.
  5. 5.Fill in the First Name, Last Name, and email address for the new admin.

Note:

  • Someone can be both a "user" and an "admin" on any given customer account. The system treats these as separate roles, so the same email address can be used for both users and admins at the customer level.
  • There is currently no option to make an existing user an admin automatically. If an existing user needs to be made an admin, you must manually add them as an admin using the steps above.

Multi-Company-Level Admin Access

  • You can add company-level admins to multiple companies. These admins can switch between all companies they have access to, similar to a Partner Admin, but without access to partner-level information and features.
  • To give a company-level admin access across multiple companies, navigate to each company and add them as an admin under the Admins tab on the Users page.
  • To switch companies, use the switcher at the top right corner of your screen.

Warning:

  • When you remove an admin from one company, the system will remove them from all companies they have access to in the portal.

How to Delete a Co-Managed Admin

  • In the admins section of the user management page, select the red delete icon next to the admin you'd like to remove.
  • This action cannot be undone. If you want to add the admin back, you'll need to re-invite them as a new admin.
  • Once you click Delete, the admin will be removed from the platform.