Assigning the proper admin roles is one of the first steps to configuring your Envoy account. Not sure which admin role grants which permission? Read about our admin permissions!
How to set up admin roles
To get started with admin roles, your directory will need to be configured. To learn more about the Envoy directory, please read About the directory. To learn more about specific roles and their permissions, please read About admin roles.
Assigning roles
Navigate to your Envoy dashboard.
Select your location from the top left location picker.
Go to on Manage > Admins.
Click New admin.
Type the name of the employee you’d like to assign to a role.
Remember, the person has to be in the directory before assigning them to an admin role.
Select the role from the dropdown.
You have the option to assign this role across multiple locations. Once you select the role, you will check off any location you want them to have that role at.
If you have set up Groups you can also assign the admin role for that person for the group of locations. Read our article on Grouping Locations for more information.
Click Invite.
The employee you’ve assigned will receive an email from Envoy. This email will prompt them to accept their new admin role. If they do not have an Envoy account this will also prompt them to make an account.
Next time the employee logs in, they should see changes to their dashboard depending on the permission granted.
Editing roles
Use the pencil icon to edit admin roles.
Navigate to Manage > Admins from the left hand side menu.
Locate the admin you’d like to edit.
Click the ✏️ Pencil icon.
To delete a role:
Click the 🗑️ Trash can icon.
Click OK.
To choose a new role:
Click Add admin roles.
Choose a new role.
Select the applicable location(s).
Click Invite.
Or Choose a different role in the dropdown menu under each type of role.
Click Update.
Deleting roles
Use the trash icon to delete all roles.
Navigate to Manage > Admins from the left hand side menu.
Locate the admin you’d like to remove.
Click the Trash icon.
Click Delete.
Admin Roles - Global Overview
The Global overview is only available for Global admins. From this view you can see all admin types in one place.
Navigate to Global Overview in the top left location picker.
Click Manage > Admins.
Filter between Roles and Locations
Edit and Delete Admin Roles.
Add/Edit/Delete roles by clicking the ✏️ pencil icon.
Delete all roles by clicking the 🗑️ trash icon.
FAQ:
Global Admins can edit/delete or add new roles for all locations. However, they can not delete themselves.
Location Admins can only edit/delete or add new admins for the locations they manage.
Front Desk Admins are read-only and will not be able to edit, delete, or add new roles.
If the pencil or trash icons are missing when viewing the admin roles, you do not have the required permissions to edit that role.
Only a Global admin can assign other employees to Company-wide roles (Global, Billing or Analytics Viewer)
Analytics viewers will be able to see the analytics for all of the locations they have been added to as employees. If they need to view more than one location, be sure to add them to that location in the employee directory.
An admin can only have one location-based role per location. You cannot be a location admin + front desk admin at the same location. If you need to give different permissions for a specific location, delete the original role for that location and then add a new role.
A location admin can give location-based roles for the location for which they are an admin. For example, an HQ Location admin can create new HQ Front desk admins.