Cross Admin

Your organization may also have other processes in place for managing users. If you are unsure, please contact Support.

By default, a Client Admin can only see the users and activity within their own client. In some cases a Client Admin may need access to users and activity in a different client. The Cross Admin functionality can be used to facilitate this access without elevating the Client Admin role to Group Admin or Partner Admin.

To ADD a cross client admin USER to a specific client:
  1. Click the Admin text link in the upper right of your account.
  2. Go to the Clients tab.
  3. Locate the client by entering a full or partial name in the Search box.
  4. Click the down arrow next to the client, and select Edit.
  5. Click the Cross Admin tab.
  6. Click the "Add Cross Admin" text link.
  7. Select the user, and click the Add button. The selected user will then be able to view the users and activity for the client within their own Admin section.
To REMOVE a cross client admin USER from a specific client:
  1. Click the Admin text link in the upper right of your account.
  2. Go to the Clients tab.
  3. Locate the client by entering a full or partial name in the Search box.
  4. Click the down arrow next to the client, and select Edit.
  5. Click the Cross Admin tab.
  6. Click the "Remove" text link next to the user you would like to remove.
To ADD a CLIENT to a cross client admin user's client(s) they can access:
  1. Click the Admin text link in the upper right of your account.
  2. Go to the Users tab.
  3. Locate the client admin user by entering a full or partial username, name or email address in the Search box.
  4. Click the down arrow next to the user, and select Edit.
  5. Click the Cross Admin tab.
  6. Click the "Add Client" text link.
  7. Select the client, and click the Add button. The user will then be able to view the users and activity for the selected client within their own Admin section.
To REMOVE a CLIENT from a cross client admin user's client(s) they can access:
  1. Click the Admin text link in the upper right of your account.
  2. Go to the Users tab.
  3. Locate the client admin user by entering a full or partial username, name or email address in the Search box.
  4. Click the down arrow next to the user, and select Edit.
  5. Click the Cross Admin tab.
  6. Click the "Remove" text link next to the client you would like to remove.