Business Admins

Manage Business Administrators for the platform.

API Platform Version: 8.1 and later

Table of Contents

  1. What are the components of the Business Admin page?
  2. How do I invite someone to be a Business Administrator?
  3. How do I invite a non-member to be a Business Administrator?
  4. How do I respond to a Business Administrator invitation?
  5. How do I cancel a Business Administrator invitation?
  6. How do I remove a Business Administrator who is assigned to the platform deployment?
  7. Related Topics

What are the components of the Business Admin page?

The Administration quick filter (wrench icon) launches the Administration section. In the Administration > Business Admins section, authorized Site Admins or Business Admins can invite others to join the Business Admin team.

Invite Business Administrators

The Invite More function allows you to send invitations to individuals that you would like grant Business Administration privileges to.

  • Existing Business Administrators are displayed in a summary listing.
  • When you invite someone, the platform sends out a request email.
  • The invitee also receives an invitation request on their Dashboard page.
  • If the invitee is not a platform member, they must sign up using the same email address that the invitation is addressed to. They can then accept the invitation via their Dashboard page.
  • The request email includes a link so that the user can click through to sign up for the platform if he/she us not already a member.
  • While an invitation is still pending, a Resend Email button is available so you can remind the invitee.
  • At any point after a member has been invited, a Remove button is available so that you can remove the invitee or team member.

View Business Administrators

When a Business Admin invitation is submitted, a new entry is added to the list with the username, email address, and an initial invitation status of Pending.

Manage Administrators

A Business Admin can remove another Business Admin from the team.

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How do I invite someone to be a Business Administrator?

The Administration > Business Admins page includes a business administrator invitation function that allows Business Administrators or Site Administrators to send out invitations to individuals that they would like to grant business administration privileges for the current platform deployment.

To invite someone to the business admin team:
  1. Click the Administration quick filter icon on the top navigation and select Business Adm. in the left navigation. The Business Admins page displays.
  2. Click Invite More. The Invite Administrators page displays.
  3. In the Email text box, enter the email address of individuals you would like to invite to your development team. Separate each email address with a comma.
  4. In the Add a Brief Message text box, specify the invitation text you would like to send to your invitees.
  5. Click Invite. The invitation email is sent to the invitee.
  6. After the email invitation is sent, the platform will post an administrator invitation to the member's Dashboard. The invited platform member can then log into the platform to accept or decline the Business Administrator invitation.

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How do I invite a non-member to be a Business Administrator?

If you have already received a Business Administrator invitation and are not currently a platform member, you must sign up to the platform using the email address that the invitation was issued to in order to accept the invitation. Currently only platform members can be invited to be Business Administrators. See Basics for more information.

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How do I respond to a Business Administrator invitation?

If you receive an invitation via email to be a Business Administrator for the platform deployment you can accept or reject the invitation.

Note: You must be a platform member to be a Business Administrator. If you have already received an invitation and are not currently a platform member, you must sign up to the platform using the email address that the invitation was issued to in order to accept the invitation. If you are not currently a member, see Basics for signup information.

To accept a Business Administrator invitation:
  1. Log in to the platform (you can click the link in the invitation email) and go to your Dashboard page.
  2. Find the Business Administrator invitation.
  3. Click Accept. Enter a comment if you want to, and then click Confirm.

To view administrators for the platform deployment, click the Administration quick filter (wrench icon) on the platform top navigation and select Business Adm. in the left navigation. The Business Administrator page displays a summary of information for each Business Admin, including username, email address, and invitation status.

Note: when you first accept the invitation, you might need to refresh the page to see the Administration icon.

To decline a Business Administrator invitation:
  1. Log in to the platform (you can click the link in the invitation email) and go to your Dashboard page.
  2. Find the Business Administrator invitation.
  3. Click Decline. Enter a comment if you want to, and then click Confirm.

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How do I cancel a Business Administrator invitation?

Once an invitation is sent to an individual you would like to be a Business Administrator, the invitation itself cannot be revoked. A platform member can choose to accept or decline the invitation. If they choose to accept the invitation, you can remove the Business Administrator from the Business Admin page by clicking Remove. See How do I remove a Business Administrator who is assigned to the platform deployment?

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How do I remove a Business Administrator who is assigned to the platform deployment?

Any Business Administrator can remove another Business Administrator from the platform deployment.

To remove a Business Administrator from the team
  1. Click the Administration quick filter (wrench icon) on the platform top navigation and select Business Adm. in the left navigation. The Business Administrator page displays.
  2. Find the Business Administrator on the list and click Remove.

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