Before you start
You must have the role of Account Owner Admin or Team Admin to manager the roles of your users with access to admin.adaptivesecurity.com
Overview of Roles
Configuring a users role
Inviting a new user
Account Owner and Team Admins can add new users to admin.adaptivesecurity.com. Navigate to the 'Admin Access' tab and select the 'Add an Admin' button in the top right hand corner.
Select the role for the user and click "Send Invite"
Updating the role for an existing user
Account Owner and Team Admins can update a user role by navigating to the 'Admin Access' page in Adaptive and clicking the three-dot menu next to the user they want to edit.
After clicking 'Change Role', you will be able to select a new role and select a new option from the dropdown.
After you press 'Save' the new role will take immediate effect.
Questions? Reach out to [email protected]
FAQ
What role does a user need to set up integrations?
Users who configure integrations will need to have the Account Owner or Team Admin roles
What role does a user need to set up AI Personas?
Users who configure AI Personas will need to have the Account Owner or Team Admin roles
How are account owners determined?
Your company can have multiple Account Owners. The first user created for the company will be designated as the Account Owner at which point, that person can designate others as additional account owners.
If you need help setting Account Owner permissions please reach out to [email protected]