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How to Create an Admin Account

This guide provides you with clear instructions on how to create a new admin user in your association platform.

Written by Carlos Rivas

Step-by-Step Guide:

Step 1: Go to CM > Create New User.

Step 2: Enter the required details for the new user:

  • First Name

  • Last Name

  • Primary Email Address

Step 3: From the Role dropdown, select Admin.

Step 4 (Optional): If your association has the Groups feature enabled:

  • Click “Selected Group(s):”

  • Choose “Select All”

  • Then click “Select Groups.”

Step 5: Check the box that says “Check if this user should be emailed an invitation.”

Step 6: Once all fields are complete, click Create User.

The new admin will now be added and, if selected, will receive an email invitation.

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