This page lists all the administration users for your organisation. You will see a
a table detailing their name, title, level of access, email address and the Edit and
Delete buttons.
There are four different levels of users:
- System Manager: this level allows the user to work across all the sites, using all available features and functions.
- Administrator: this level allows the user to work across all the sites except for Organisation types, Reports, Terms & Conditions, Admin Users, Site Settings and Email Templates.
- Trainer: Trainers can mark delegates as attended or not attended and access the Printables – to print delegate name badges, lists and details.
- Reporter: at this level only have viewing rights for events and delegates, but not make any changes.
- eLearning Manager: Only has access to manage eLearning content
- Reporter - Organisation Type Restricted: Only has access to system reports, pre-filtered by the organisation types they have been assigned
| Item | Trainer | Reporter | Administrator | System Manager | eLearning Manager | Reporter - Org type restricted |
| Event Management | ✔* | ✔ | ✔ | ✔ | ||
| Reports | ✔ | ✔ | ✔ | ✔ | ||
| Delegate Lists | ✔ | ✔ | ||||
| Delegate Management | ✔ | ✔ | ||||
| Terms | ✔ | |||||
| Users | ✔ | |||||
| Integration | ✔ | |||||
| Organisation Types | ✔ | |||||
| Email Templates | ✔ | |||||
| Site Templates | ✔ | |||||
| eLearning | ✔ |
* Events assigned to them only
Adding a new admin user
- Select the Add User button above the table.
- This will bring up a form containing a series of fields for you complete:
- Name
- E-mail address
- Password
You set this up initially and once you have told them it, they can then go in
themselves and change it.
- Confirm Password.
- Title: business title.
- Phone number.
- Select the level of access
- Associate any organisation types
- Select the Active tick box. This is where you set whether the user is active or not.
You must remember to tick this box for all Active users.
Edit a user
When you click the Edit button on the main Admin Users table you will be taken
to this same box but with the details of that person to edit. Remember to click the
Edit User button at the bottom to save any changes.
Delete a user
If you delete a user, they are completely removed from the system.
If you have a member of staff who has changed departments or has left the organisation so you no longer want them to be an active Admin User but you still want their details on the system to be able to look at their previous history, you would just un-tick them as Active rather than delete them.
Still, looking for further information?
Email us at support@phew.org.uk and we will be able to give further clarification on any questions.