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Managing Administrators

For security, it's important that each administrator uses their own account (don't share login details among multiple team members). There is no limit to the number of administrators, and we do not charge for additional admin users. Administrators will be required to enter a mobile number which may be used if their account is locked due to suspicious activity (eg. overseas login). 

To Manage Administrators; 

Login to the Dashboard, and click the "Settings" icon located at the bottom of the left sidebar.

Select the "Administrators" heading to view and manage your administrators.

Inviting a New Administrator

Navigate to Dashboard > Settings > Administrators.

Click the "Invite Administrators" button at the top of the page.

Enter the e-mail address of the new administrator.

Select an Administrator Role. Administrator Roles define which features of the dashboard the administrator may access.

Click "Create Administrator" to invite the new administrator.

Didn't receive the e-mail? Check the junk / spam folder of your inbox.

Removing an Administrator

 Navigate to Dashboard > Settings > Administrators.

Click the menu next to the administrator's name.

Select the option "Remove Admin Privileges". The admin will no longer be able to login to the Dashboard. They will remain in Contacts (go to Dashboard > Customers > Contacts if you wish to unsubscribe or remove them). 

Configuring Administrator Roles

By default, administrators will have full access to use all features enabled on your Oncord account.

Administrator roles can be used to restrict access to certain features of Oncord. 

As an example scenario;

On your team you may have a "blog manager" and "product store manager". The product store manager doesn't need to make changes to the website, and the blog manager doesn't need to make changes to the Product Catalog.

In this situation, rather than both team members having full system access, you can create a "product store manager" role, and a "blog manager" role. 

The "product store manager" role only allows access to the Commerce features of the Oncord Dashboard, and the "blog manager role" would only have access to the Website features. 

Creating a New Security Role

Login to the Dashboard and click the "Settings" icon, located at the bottom of the left sidebar.

Select the "Administrators" heading.

Click the button labeled "Configure Roles and Security" to view all the current security roles.

Click the "New Role" button at the top of the page to begin creating a new role.

Enter a meaningful title for identifying the role and a description that accurately describes the use of the role. The 'Access control method' option allows you to choose how you want the below access checklist to function, you have two options: 'Disable the features checked below', or 'Allow only the features checked below'.

Proceed to check / un-check (depending on your Access Control Method) the features that the new role is going to have access to.

When you are happy with the access you have provided the role with, Click the "Save Role" button at the bottom of the screen.