Adding a new admin to Tilma is simple and efficient. Tilma also provides flexibility in assigning different permission levels, allowing you to tailor access for various team members or volunteers. For instance, you might give one admin the ability to post announcements, another to manage specific pages and events, and another full access to the platform.
Steps to Add an Admin Without an Existing Account
Steps to Add an Admin Without an Existing Account
These steps are for creating an admin who doesn't yet have a Tilma account in your People Directory.
Access the People Directory:
Click on People in the site menu.
Create a New Person:
Click New Person at the top right of the page.
Fill in the necessary fields (first name, last name, email address).
Assign Admin Rights:
Check the box labeled Site Admin to grant admin privileges. You’ll assign specific permissions later.
Save the Profile:
Once you’ve filled in the details, click Add Person to create the new profile.
Send an Admin Invite:
Go to the Account tab and select Platform Access.
Click Send Invite to email the person and invite them to their new Tilma account.
Set Permissions:
Click on the Permissions tab.
Choose the appropriate permissions for this new admin. Select a Permission Level template from the left column or customize the permissions to give them access only to what they need.
Use Manage Limited Ministries or Manage Limited Pages to choose specific pages from a drop-down menu.
Finalize the Setup:
Click Update at the bottom of the page to save the permissions and finalize the admin setup.
Steps to Add an Admin with an existing account
Steps to Add an Admin with an existing account
These steps apply to creating an admin for someone who already has an account in your People Directory but isn’t yet an admin.
Access the People Directory:
Click on People in the admin menu.
Find the User:
Search for the person you want to give admin permissions to. If they aren’t in the directory, you’ll need to follow the steps to Add an Admin Without an Existing Account.
Open the User’s Profile:
Click on their profile to access their details.
Go to Platform Access:
Click on the Account tab, then select Platform Access.
Edit Admin Access:
In the Admin Access box, click Edit.
Check the box labeled Grant administrative access.
Save Changes:
Click Save Changes to apply the admin access.
Set Permissions:
Navigate to the Permissions tab.
Choose the appropriate permissions for this admin. You can select a Permission Level template from the left column or customize the permissions to give them access to specific areas as needed.
Finalize the Setup:
Click Update at the bottom of the page to save the permissions.
This process ensures that your new admin has the correct access and tools to help manage your platform effectively.