What is an admin?

Simply put, an admin is comparable to a “super user” who can manage the entire account, including users, boards, security, and invoicing. This enables one team member (or more, if desired) to effectively and securely administer their account.

How to add a second administrator to your account

The person who initially creates the SalesTitan account is by default the admin of the account. The admin then has the option to make other members admin of this account as well. It’s always great to have a second admin just in case as backup! 

  • Step 1

Click on your Profile Picture in the lower-left corner of the screen and then on “Admin”:

  • Step 2

From there, select the “Users” tab as shown below:

  • Step 3

Locate the user you wish to promote to an administrator. Under “User Type,” click the arrow next to their user type and select “Admin” from the dropdown menu.

Through this same menu, you can also modify a user’s type. Here you can learn more about managing users on your account.

How to remove an administrator

If you need to remove an administrator, repeat the above steps and select the user type to which you wish to assign them. (Member, Viewer, or Guest). This will also eliminate their administrative rights.

Check out this article to learn more about the various types of users you serve.

How to access the administrator area

To access this section of the account as an administrator, click “Admin” next to your profile picture in the screen’s bottom-left corner.

Here, you’ll gain access to the admin section, where you’ll find a comprehensive list of all admin customization options.

What can an admin do?

In addition to everything a user can do, the following is a list of everything an Admin can do:

  • Change account name
  • Change account URL
  • Change the logo (for example, from the SalesTitan logo to the company logo)
  • Set & sort default labels for the Status Columns
  • See all the users and admins and add additional admins to the account
  • Set account security
  • See the invoices and payment method
  • See all the basic, storage, and Advanced Statistics
  • Cancel the account
  • Join a closed Workspace without approval from the Workspace owner
  • Make themselves Workspace owners
  • Make themselves board owners on Main boards or Private or Shareable boards to which they are subscribed to
  • Transfer or change board ownership
  • Disable users
  • Delete users
  • Delete the whole account

Want to learn how to use the admin section effectively? Click here to view our “All things Admin!” article.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.