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Managing Admins Access ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฟ๐Ÿ‡ฆ
Managing Admins Access ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฟ๐Ÿ‡ฆ

How to add additional Admin accounts onto the YuLife Portal

Nina avatar
Written by Nina
Updated over a week ago

What's an Admin account?

An Admin is someone who can log in to the YuLife HR Portal.

The HR Portal is totally separate to the YuLife app and your colleagues only have access to the HR Portal if they are invited to join it by another Admin.

Every YuLife HR Portal will have at least one Admin and at least one Owner (these can be the same person). The Owner has full permissions to do everything on the HR Portal and they can choose what new Admins can and canโ€™t see or do in the Portal.

How do I add a new Admin?

To add a new Admin, click Account on the left-side menu and select 'Manage Admins'. This section is only visible to Owners and other Admin accounts who have the relevant permissions granted to see it.

Click 'add new Admin', fill in the required fields and then tap 'Send Invite'. Your colleague will get an email asking them to set a password, and then they will be able to log in!

How do I manage Admin's permissions?

When you are adding a new Admin, you will need to select which permissions you want them to have in the checklist below.

If an Admin has already been added and you wish to update their Permissions, head to "Account" (left-side menu) and select โ€œManage Adminsโ€. Please note: This section will only be visible to Owners and Business Access Users. Next, select the relevant user profile, modify and save changes.

If you want to update the permissions on your own account, and you're not an owner, please get in touch business owner as they will need to do this for you.

How many admins can be added?

There is no limit to the number of admins or super admins that can be added.

Can we change the Portal owner?

To change the portal owner, get in touch with your account manager at YuLife, who will arrange this for you.

How do you archive/delete an admin?

To archive an admin, head to the 'Account' section on the left-hand side, and tap 'Manage Admins'. Then, hover over the admin you would like to archive and tap on the three dots that will appear on the far right-hand side. From here, you'll be able to select the 'archive admin' option.

You'll then need to confirm that you definitely want to archive the user on the pop-up that appears on screen. Once you've confirmed, that user will be notified that they no longer have access.
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How can I unarchive an admin?

To unarchive an admin, head to the 'Account' section on the left-hand side, and tap 'Manage Admins'. Then, hover over the admin you would like to unarchive and tap on the three dots that will appear on the far right-hand side. From here, you'll be able to select the 'unarchive admin' option.

You'll then need to confirm that you definitely want to unarchive the user on the pop-up that appears on screen. Once you've confirmed, that user will gain access to the portal again.

Can we use a generic email for multiple access?

No, for security reasons, individual email addresses are required to access data.

If you have any questions or run into any issues, please reach out to us using the web chat, or at support@yulife.com :-)

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