This article is intended for both new and existing Qualee clients.
By default, all administrators in Qualee adhere to centralized settings configured under Advanced > User Access > Admins.
However, you can also customize each administrator's access based on their role, position level, or tailored preferences to meet your specific needs.
First, let's understand the types of Administrators:
There are 2 types of administrator access:
Lead Admin
NO restrictions can be applied
Can modify Standard Admin permissions
Can access all content & employee data
Standard Admin - Restrictions can be applied
Restrictions are configurable by the Lead Admin
Cannot modify a another Standard Admin's restriction settings
Can only access content & employee data as configured by the Lead Admin
How to assign/create a Lead / Standard admin
Log In to the Qualee console as a Lead Admin (created by the Qualee team during the Client Onboarding)
Navigate to Advanced > User Access > Custom configuration
In the Admins tab > Add admin field, look up for the name of the employee platform user you'd like to provide administrator access to
Click add to save
Note:
By default all new administrators are created as a "Standard admin"
Next to the standard administrator's name is an ellipsis button that allows you to perform certain actions such as upgrading to a "Lead admin", removing administrator access or modifying their permissions.
As a Lead Administrator, you can manage your Standard Administrator efficiently through various actions available on their ellipsis menu.
Ellipsis action/s guideline:
Edit permissions: Modify georestriction, employee, and content access for an administrator.
Assign custom segment: Assign a unique grouping to expand the administrator's employee access roster.
Make lead admin: Upgrade the standard administrator's access to supersede all limits.
Make standard admin: Default administrator access with controllable limits and permissions.
Copy permissions: Copy the existing permission settings from any selected administrator.
Paste permissions: Paste the existing permission settings from any selected administrator to another.
Remove overrides: Restore the default settings for a selected administrator.
Remove admin access: Remove an administrator's ability to access the Qualee Console.