Manage admins

An admin’s role and permissions determine the options available to them in Iris. To manage admins, an admin must have the role of Tenancy admin, Organization admin, or Customer manager.

Each admin has a badge below their name that indicates their home organization type:

• Distributor: Indicates that an admin’s home organization is a Distributor within the hierarchy.

• Partner: Indicates that an admin’s home organization is a Partner within the hierarchy.

• External: Indicates that an admin’s home organization is outside of the hierarchy.

• No badge: Indicates that the organization you are viewing is the admin’s home organization.

When an admin is made the owner of an organization, the badge indicating their organization type is replaced to show that they are the owner.

Adding an admin

To add an admin, select from the app bar, then Admins from the app menu, and then select Add new admin. Enter a Name and Email for the admin, and then select a Role. Optionally, select Manage child organizations if you want the admin to create and manage direct descendant child organizations of their home Distributor or Partner organization. Finally, select Create admin.

The admin will receive an email invitation to join the organization. If the admin does not accept the invitation within 72 hours, you can resend it by selecting next to the admin's details and then Resend invite.

Making an admin an owner

To make an admin the owner of an organization, select next to the admin's details on the Admins page and then Make owner from the shortcut menu. Confirm by selecting Are you sure?

Only one owner can exist at a time. You cannot assign ownership to an admin who is still pending and has not accepted their invitation.

Changing the role of an admin

To change an existing admin's role, select a new role for the admin from the Role list on the Admins page. Confirm by selecting Are you sure?

Enabling an admin to manage child organizations

To enable an existing admin to create and manage descendant child organizations, select Manage child organizations. This setting is only available when you are managing the admin’s home organization, provided it is a Distributor or Partner.

Removing an admin

To remove an admin from an organization, select next to the admin's details on the Admins page and then Remove admin from the shortcut menu. Confirm by selecting Are you sure?

Viewing an admin’s organizational links

To view an admin’s organizational links, select next to the admin’s details on the Admins page and then View organizational links from the shortcut menu.

The Organizational links page shows all organizations linked to the admin that you have permission to view or manage.

You can change an admin's role for an organization they are associated with by selecting a new role from the Role list next to the organization on the Organizational links page. Confirm by selecting Are you sure?

You can also remove an admin from an organization by selecting next to the organization on the Organizational links page. Confirm by selecting Are you sure?

You cannot change the role or remove an admin who is the owner of an organization.