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Add a New Staff Person as an Admin

Learn how to add a new staff person as a full admin or limited admin.

Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a month ago

When a new person joins your association staff, you'll want to do the following:

  1. Create a record for the new person. Most likely, you will want to set their parent record as your association (if that record exists in your database). If asked for a member type, in most circumstances, you will want to select "None Designated."

  2. Create a user account.

  3. Assign admin rights.

That's it!

Resources for New Staff:

Share this help article with your new admin: Getting Started: A Guide For New Association Staff

Related Articles:

Association Admin Succession & Transition Planning in Novi

Staff Transition Checklist

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