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How to Change Admin Email Address & Information

In Admin Management you will be able to change an Admin’s login email address.

Note: Access to this feature is limited to the owners of an organization. All owners must have a paid license account. 

Start off by going to “Settings” and clicking “Admin Management“.

admin management

Once there, you can choose the admin whose email address you would like to change or edit. Simply click their name.

admin management list

The sidebar will appear with 3 tabs: Profile, Projects, and License & Billing

In “Profile”, under the “email” field, simply change the email address to the desired email address.

You can also edit the admin’s password under the profile.

If you’d like to delete this admin, simply click the red “Delete Admin” text at the bottom left of the screen.

To save your changes, don’t forget to click the “Update Profile” button on the bottom right.

You can also set an admin as an owner here, by toggling the grey button next to “Organization Owner” to “yes”. Owners must have a paid license account. You can also block an admin account from this setting.

profile admin management

Under the “License & Billing” tab, you can upgrade or downgrade that admin’s level of admin access. The license options including prices are listed for each option. Click “select” or “upgrade license” on the plan you’d like. Note: all organization owners must have a paid license account.

edit admin details and license

Under the “Projects” tab, you can limit what projects that admin has access to or what permissions they have in a specific project.

How to Update My Admin Email Address

Updating your email address is even more simple. Click your name at the bottom left of any Regpack Admin page and you can edit the email address associated with your admin account.

edit password

System Email Settings

Our system automatically excludes duplicate email addresses and generic names such as “info”, “registrar” and other general email addresses. General emails should be used as the “system email” at the project level.

You can set the system email under Settings —> Project Settings, under the “General” tab.

 

edit system email

 

This helps to streamline communication with your users.

Per Project Permissions

It’s possible to control the access each admin has to information on a per project level.

For any admin, under the “Projects” tab, you can:

  • Enable or disable access to all projects
  • Set specific access permissions per project.

Click “Add Projects” at the bottom to add specific projects: either if the “grant all projects” is disabled OR to setup specific permissions for specific projects, if “grant access to all projects” is set to enable.

In the example below, admin “Edgar C” has access to all projects. There are no projects listed below, which means that Edgar C can access all projects in the organizations with 0 restrictions. This includes any new projects created.

projects tab admins

In the example below, admin Maya does NOT have access to all projects, as this setting is disabled. However, by clicking the “Add Project” button, she is given access to 1 project only. It is marked as “Full Access” but you can click this and set further permissions per project.

admin projects example

Lastly, the example below shows an admin with enabled access to all projects (which means they will be given access to all future projects created as well), but with specific projects listed underneath as well.

This allows you to restrict access to specific projects, but give the admin access to all other projects in your account.

enable with projects

By hovering over individual projects, you can click “Set Permissions” to set up project-specific permissions.

The default is just access based on their administrator license billing type.

Click “limited access” and you are given options like:

  • which users the admin can view
  • module level access including limiting access to project settings, products, reports, emails, and forms.

set permissions

Note: Setting permissions are limited to a saved filter for collaborators and view only admins, and by saved filter or by module for Licensed admins.