Managing Admin panel roles

This guide is intended for administrators who want to assign or manage Admin panel roles for users.

info

If you have admin access in Cosafe, two-factor authentication (2FA) is required when logging in to any Cosafe platform. Admins will receive a verification code via SMS or email to the phone number/email address registered on their account.

The code is valid for 15 minutes. You can also request a new code after 30 seconds, in case the first one didn't arrive.

1. Log in to the Admin panel

   • Access the Admin panel at admin.cosafe.com.

2. Navigate to the users tab

   • Click the "Users" tab to view the list of users in your organisation.

3. Select the user

   • Click on the name of the user to whom you want to assign Admin panel roles.

4. Access Admin panel roles settings

   • Within the user's profile, navigate to the "Admin panel roles" section.

5. Allow access

   • Make sure that the "Allow access" slider is active for "Access to Admin panel".

6. Choose account

   • Choose an account to give administrative access to.

7. Choose permissions

   • From the list of Admin panel permissions, select what the user should be able to do in the Admin panel.

8. Save changes

   • Click "Save changes" to apply the assigned permissions to the user.

note

If you are, or have, a new Cosafe admin in your organisation, it's important that they receive proper training in the Admin panel and Cosafe. To book a Cosafe administration training, contact our support.