Adding new Admin users to Dado
Contents
- Restrictions on Admin users
- Two different kinds of Admin users
- How to add a new Admin user
- How to edit the permissions or user type for an existing Admin user
- How to remove an Admin user
- Revoking and resending an Admin invitation
Restrictions on Admin users
There are no limits on the number of Admin users (of either type) you can add to your account.
Two different kinds of Admin users
Dado offers two different kinds of Admin users, with different levels of permissions:
- Account Administrator:
- This user type has control over everything in the account. They can view, edit, and launch all Experiences, as well as control user imports and organization settings, such as integrations.
- This user type is a good choice for members of your People/HR team
- Experience Manager:
- This user type has access only to particular experiences. They can view and edit Experiences to which they are granted access, but cannot launch or create new Experiences. They have no access to user imports or organization settings.
- This user type is a good choice for colleagues who will be building specific experiences (such as role- or department-specific onboardings) or would like to see the content of the experiences you're building.
Permissions for each user type in more detail
Account Administrator | Experience Manager | |
---|---|---|
View Experiences | All Experiences | Selected Experiences |
Edit Experiences | All Experiences | Selected Experiences |
Create Experiences | ✓ | ✕ |
Launch Experiences | ✓ | ✕ |
Enroll users in Experiences | All Experiences | Selected Experiences |
Edit an individual's experience, eg skip/move items, change supporting actors | All Experiences | Selected Experiences |
Import users, or invite new Admin users | ✓ | ✕ |
Edit Organization settings (including Custom Fields) | ✓ | ✕ |
Add/remove integrations | ✓ | ✕ |
How to add a new Admin user
1. You invite a new Admin user
- Go to Settings > Admins
- This page lists existing Admin users. To add a new user, click the 'Invite new admin' button at the top right of the screen.
- Enter the email address and name of the person you'd like to add.
- This email address will be used to send an invitation, so make sure you get it right.
- Then select whether you'd like to add them as an Account Administrator or Experience Manager (see above to understand the difference).
- If you select Experience Manager, you will also be able to select which of your Experiences this user can view and edit
- Finally, click 'Send invitation email' to send an invitation to the email address you've specified.
- Until the user you've invited has accepted this invitation and created their account, you will be temporarily unable to amend their permissions – for instance, you can't give them access to another Experience. Once they have accepted the invitation, their permissions will become editable again.
2. The new user sets up their account
- The newly-invited user will receive an email from Dado, asking them to set up their account.
- If for some reason, the user can't access this email (for instance, they accidentally deleted it or it went to spam), you can also directly share an invitation link with them. Find this link by going to the list of Admin users, and clicking the '...' menu on the right-hand side of the screen, for the user you have invited. In this menu, select 'Copy Invitation Link'.
- When they click on the button in the email, they'll be asked to confirm their email address then set a password.
- That's it! They can now use Dado, according to the types of permissions you've granted them.
How to edit the permissions or user type for an existing Admin user
- Go to Settings > Admins
- Find the existing user you wish to edit, and click on the '...' menu on the right-hand side of the page. Select 'Edit' from the menu that appears.
- This will open a window showing the current permissions for this user. You can amend any part of these permissions, then click 'Save'. Your changes will apply immediately.
How to remove an Admin user
- Go to Settings > Admins
- Find the existing user you wish to remove and click on the '...' menu on the right-hand side of the page.
- Either 'Revoke Invitation' (if the user has been invited but not yet created their account) or 'Remove User from Organization' (if the user has created their account) will appear in this menu. Select the relevant option. You'll be asked to confirm your selection and then your changes will apply immediately.
Revoking and resending an Admin invitation
Dado invitations expire after a few days, for security reasons. If someone you invited tries to access Dado after that time, they will not be able to. You'll need to revoke and resend their invitation.
- Go to Settings > Admins
- Find the person whose invitation you want to resend.
Click on the three dots beside their name and select 'Revoke invitation'
- The person whose invitation you revoked will disappear from the list
- Now re-invite them. Start by clicking the 'Invite new admin' button at the top right, then fill in their details
- Don't forget to specify the right access level