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The Account Administrator Overview
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The Account Administrator

An Account Administrator can perform certain tasks for their license using Admin tools. These tools are only available to a user with Admin rights. While there is no limit to the number of administrators each license may have, a license must have at least one administrator.

To access your Admin tools

  • Click the Admin tab.

The Admin tools are displayed in the right side navigation.

 

A brief description of each of the Admin tools follows. For more information on any of the Admin tools, click one of the links below:

  • Global Preferences – Apply settings that apply to all users within the license.
  • New User Preferences – Set the default look and feel of the Network for new users within the license.
  • Manage Users – Set user roles, assign profiles and turn functionality on/off for users within the license.
  • Manage Profiles – Set up Project and Leads Profiles that target what data a user has access to within the license.
  • Reporting – Run reports containing statistics on the usage of the Network by all of the users within the license.
 
 

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