Give an existing employee the company admin role so they can manage all your locations. You add company admins from the Admins page in Company View.

Before you start

• The person must already be an employee. If they are not, add them first under Directory > Employees.
• The person must not already have another role. If they do, remove that role first.
• You need permission to manage the company admin role. If you do not see Add Admin, ask an existing company admin to add the person.

Add a company admin

1. Sign in to the Vizmo portal.
2. Switch to Company View. If you are inside a location, select Company View at the top of the left menu.
3. Select Admins in the left menu.
4. Select Add Admin at the top right.
5. In the Add Admin window, select the Search for an employee field and choose the employee. Employees who are already admins are not listed.
6. Select Add.

What you should see

• The message The admin has been added successfully appears, and the person shows as a card on the Admins page.
• Vizmo emails the person with the subject Admin Role Has Been Assigned to Your Vizmo Account.
• If the new admin cannot sign in, open Directory > Employees and check their Account Status. If it is Inactive, enable their account. See Enable or disable an employee account.

Troubleshooting

• "Employee already has roles assigned". The person already has another role, so they cannot be added as a company admin. Remove their existing role first, then try again. See Assign a role to an employee.
• You cannot find the employee in the search. Check the spelling and that the person is an employee of this company. People who are already admins are hidden.
• Add Admin is missing. You need permission to manage the company admin role. Ask an existing company admin.
• Admins is missing from the menu. Admins is a Company View page. Switch to Company View.

To take the role away from someone, see Remove a company admin.

You can also watch a short video walkthrough.