How to set up and manage Administrators and Organizers

PTOffice allows you to create administrators at various levels of the application. This articles explains how to set those people up within your account.

How to add a Master Admin (full access to entire account):

  1. LOGIN to your PTOffice account
  2. Choose SETTINGS > ADMINISTRATORS from the hamburger menu in the upper left-hand corner
  3. Click within the Search Contacts box and begin typing the name of the Administrator you'd like to add.
  4. To remove an Administrator, simply click on the blue 'X' next to that contact's name.

How to add a Module Admin (access to a specific module):

  1. LOGIN to your PTOffice account
  2. Choose the module you wish to assign an Administrator to from the hamburger menu in the upper left-hand corner
  3. Click on the MORE drop down menu item from the left menu
  4. Click MANAGE ADMINISTRATORS from the displayed sub-menu
  5. Click within the Search Contacts box and begin typing the name of the Administrator you'd like to add.
  6. To remove an Administrator, simply click on the blue 'X' next to that contact's name.

How to add an Item (specific Sign Up, Store, Fundraiser, Messenger, Notebook, or Group) Organizer (access to only specific sign ups, stores, groups, etc.):

  1. LOGIN to your PTOffice account
  2. Choose the module you wish to assign an Organizer to from the hamburger menu in the upper left-hand corner
  3. Click on the "three dots" to the right side of the Item you wish to add an Organizer to
  4. Click MANAGE ORGANIZERS from the displayed sub-menu
  5. Click within the Select Organizers box and begin typing the name of the Organizer you'd like to add.
  6. To remove an Organizer, simply click on the blue 'X' next to that contact's name.

Once an Administrator or Organizer has been added, the next time they login, they will see the hamburger icon in the upper left-hand corner of their screen and be able to access the item(s) they have been given access to.

Good to Know:
In order to assign a Contact as any form of Administrator, the Contact must already exist within your Account. Click here to learn how to add Contacts to your account.

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