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Adding a User with the “Administrator” Role

This article describes the security permissions associated with the "Administrator" role.

Administrator – Administrators have full control over of your SureImpact environment, including managing Staff, customizing the Client demographic forms, viewing/editing all client records, adding/editing Services, adding/editing Programs, creating new Measures, assigning Measures to Programs, viewing Analytics for the entire organization, and importing and exporting data.

To add a user with the “Administrator” Role 

  1. Click the user profile icon on the right side of the navigation, and then click Staff. 
  2. Click Add Staff. 
     
  3. Enter the First Name and Last Name.
  4. Enter the Email the Staff user will use to access SureImpact.
  5. Enter the staff member’s Employee ID. (This is an optional field where Administrators and Managers can enter an external Employee ID if desired).
  6. Enter the staff’s Hire Date.
  7. Click the Role dropdown menu, and then select Administrator.
  8. Click Save.