How to Create an Admin in the Portal

There are four levels of Admin roles.

Note: An existing User Profile is required before Admin access can be assigned.

Available Roles:

         Super Admin Role

A Super Admin role gives the Admin access to all Sites, Users, Tests, and TRAZER Units attached to the Customer profile. Super Admins can create other Admins at all levels.

Site Admin Role

A Site Admin role gives the Admin access to one or more Sites attached to a Customer profile and the Users, Tests, and Units associated with those Site(s). Site Admins can create other Site Admins, Providers, and Users.

Provider Role

A Provider role gives the Admin access to one or more Sites attached to a Customer profile and the Users and Tests associated with those Site(s).

Operator Role

An Operator role allows the Admin to log into the TRAZER unit, access and log in current users, and create users on the unit. The Operator does not have access to unit settings.

Steps to create an Admin:

1. Log in to the TRAZER Portal.
2. Click the MANAGE tab at the top of the screen.
3. Click the Users tab on the left-hand side of the MANAGE page.
4. Click on the plus icon to reveal a drop-down, then click Admin to open the Add Admin pop-up.
   
5. Select the Admin level you wish to give to the existing User.
   
6. Select the Site the new Admin will have access to from the Site drop-down.
   
7. Select the User from the drop-down that will be given the selected Admin role. The User will need an email address in their User Profile to continue.
   
8. Click Add to grant Admin access for this User.
   

The new Admin will receive an email prompting them to reset their password. They must complete this before they can access the Portal or Unit.