6. Invite Collaborators (Admins)

Created by Will Rogers, Modified on Sat, 3 Sep, 2022 at 8:08 AM by Will Rogers

Introduction to Cause Machine Community Admin Management

 It's important for you to be able to add other collaborators (admins) to your community, especially as you grow.  It's equally important to be able to control what each of those admins has rights to see and do.  Cause Machine allows for a series of admin granular permissions.  


Step 1. Enter Admin Management Area

To get started find your Setup Checklist and look for "Invite Collaborators".  You can also find this from your left backend navigation under Settings and then Admins.




Step 2. Add/Invite New Admin

Your admin page will list all the individuals who have admin permissions and display the tags for each of the areas they have permission.  The button top right will allow you to invite a new admin.



Step 3. Identify the Admin

Start by identifying the admin you are adding.  Type in the name or email address of the individual.  If they are already in the community with a profile then you select their name.  If they are not, then choose to send them an invite. 


 Should you need to invite someone new, Cause Machine will ask you for their name, email, and an optional text box to enter a personal message to them (to explain what they are receiving).  



Step 4. Assign Admin Permissions

Now you're on to selecting your specific permissions.  You can select all to simply add all permissions or select items one by one.  The permissions page provides explanations for each of the admin tags.  The first grouping is for community related permissions.



 The second grouping is for features within the Cause Machine platform.   



Step 5. Trend Report Settings

 The last selection is how often you want this individual to receive the community trend report.  The Community Trend Report is a standard report generated to give you a regular snapshot of key community activity.




Step 6. Send Invitation

The final step is to send the invitation to invite this individual as a new admin.  You can always come back and edit these permissions later. 

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