Skip to main content

Cosafe Support Center


Managing Admin panel roles

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

  1. Log in to the Admin panel

  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. Add phone number for 2FA

    • Add a phone number for the user to enable 2FA when logging in to the Admin panel.

  7. Choose account

    • Choose an account to give administrative access to.

  8. Choose permissions

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

  9. 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.