Overview
Well done – one step finished already!
In this step, you’ll select and set up your Admin roles. This is step 2 in the implementation process (it follows step 1 – IT requirements). After this step, you’ll get to step 3 – Branding.
How to complete this step?
To complete this step, follow the actions below:
Decide which users will be Admins. ‘Admins’ are the users who control your portal. They have different access levels from users such as managers or creators (although a user may be a manager, creator and admin!). Click here to learn more about what access levels exist in Tribal Habits.
Select and set-up your Super Admins. The most important decision is the selection of your Super Admins. Click here to learn more about the different Admin access levels and how to set them up.
Select and set-up your Standard, Knowledge and Reporting Admins. After you have set-up your Super Admins, you can then elect to create other admins with different access levels (or you may delay this action until a later date).
What are the best practices with this step?
Standard Admins are your main type of Admin. They can help manage people and knowledge, run reports and manage some Account settings. Standard Admins can basically run your portal day to day.
Super Admins are your most powerful Admins, with unrestricted access and permissions. It’s a good idea to consider limiting the number of Super Admins you choose to have.
Reporting Admins do not have access to the in-platform Admin Chat. Therefore, they will need to be supported internally by your other Admin types.
What are examples of this step in action?
As we move through the remaining steps, we are going to look at three case studies – for small, medium and larger organisations – to see how they may choose to implement this step. These changes may help you to make decisions for your organisation.
Small organisation:
As an organisation with only 50 staff, our smallest organisation does not see a need to have Standard, Knowledge and Reporting Admins. Instead, they choose to have just 2 Super Admins. They select their two users, and give Super Admin access levels to both users.
Medium organisation:
Our medium sized organisation chooses to have 3 Admins – 1 Super Admin and 2 Standard Admins.
Large organisation:
Our large organisation requires Admins across all four levels. They choose to have 2 Super Admins, another 3 Standard Admins, 3-4 Knowledge Admins and 10 Reporting Admins.