Managing Admins Access 🇬🇧🇺🇸🇿🇦

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 can’t see or do in the Portal.

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!

Please note: it is important to ensure the phone number on your Portal profile is up to date, as this will be used by your Customer Success Manager in the case of you being locked out of your account.

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 “Manage Admins”. Please note: This section will only be visible to Owners and Business Access Users. Next, select the relevant user profile, modify and save changes.

You're able to assign permissions to other admins, providing you already have these permissions on your account.

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.

Admins can view their own permissions via their profile. Tap on your name in the top right-hand corner of the portal and select your profile in the drop-down list. You'll be able to view the list of permissions that you do and don't have access to there.

There is no limit to the number of admins, but there can only be one Owner per business.

If the magic link for your new admin has expired or they have deleted the email, you are able to re-invite them directly through the portal, which will send out a new magic link.

To do this, head to Account on the left-hand menu and tap on the name of the admin you wish to re-invite. Under their name, you'll see an option to 'Re-invite admin'. Tap this, and a magic link will be sent to their email address.

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

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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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.

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

If you have any questions or need any further help, please don't hesitate to reach out to us via the YuLife Portal web chat :)