11 Admin Users
What are admin users?
Admin users are colleagues who help you run your Induct For Work account, each with their own login. You give each one a role, from running the whole account to keeping an eye on a few sites. That way nobody shares your login, and everyone only sees what they need for your online inductions.
Rules to know
- Seats per plan: Lite 0, Team 1, Team Plus 3, Team Pro 9, Enterprise 15. The free trial has 9.
- Invites count: unanswered invites use a seat until you cancel them.
- More seats: on Team and above you can buy extra admins.
- Site roles: Site Administrator, Site Manager and Supervisor need Team Pro, Enterprise or the free trial. Other plans can only add Administration Users.
- Who can invite: only the Account owner and Administration Users.
- Work emails only: you can only pick people with a company email address. Gmail, Yahoo, Outlook and other personal addresses can’t be used.
- One Account owner: they can’t be removed or have their role changed. Only they can hand the account to someone else, and they then lose their own access.
- Owners can’t join other companies: someone who owns an Induct For Work account can’t accept your invite with that email.
- Moving to a smaller plan: admin users over the new limit lose their access. On plans without site roles, site roles are removed.
- Revoking: you must give a reason.
- Reset 2FA: you can reset anyone’s two-factor authentication except the Account owner’s.
What you’ll need
- An Account owner or Administration User login.
- A free seat on your plan.
- Your colleague’s work email address.
The roles
- Account owner: owns the account. There’s only one. Can do everything an Administration User can, and hand over ownership.
- Administration User: runs the account day to day. Manages billing, users, company settings and every site.
- Site Administrator: runs only their sites. Edits those sites and their Visitor Management settings, inductions, people, invites and schedules.
- Site Manager: manages people and inductions at their sites. Creates and edits inductions, adds people, sends invites, views reports and signs people out.
- Supervisor: keeps an eye on their sites. Sees the list of inductions (but can’t open or change them) and reports, signs people out, uses the site diary, toolbox talks and incident reports, and sends broadcasts.
Open Account Access
- Click the gear icon, top right, then click Account Access.
- Click the navy Compare roles button to see what each role can do.
The Max allowed users line shows how many seats your plan has.
Invite an admin user
- Click the orange Invite new button, top right.
- Under Select User, search for the person and pick them.
- Not in your list yet? Click Add New User and fill in their details.
- Under Select Access Permission, pick their role.
- For a site role, pick their sites in the Select Site(s) list.
- Under Who will train your new admin?, pick an answer.
- Click the orange Send Invite button.
They now wait under the Unanswered Invites tab until they accept.
What your new admin sees
They get an email saying they’ve been invited, with an I Accept link. When they click it:
- New to Induct For Work? They see Account Created Successfully! and get a second email with their login details.
- Already have a login? They see Welcome Back! and click Sign In. Their password stays the same.
They then move to the Active Access tab. If they already had access to another company, they can switch between them in the gear menu, under Accounts.
Change or remove an admin
- On the Active Access tab, click the navy Actions button next to the person.
- Choose Change Access to change their role or sites, then click Confirm Changes.
- Choose Revoke to remove their access. Type a reason, then click Revoke.
- Choose Reset 2FA if they’ve lost their authenticator app.
Use the Notifications switch next to a person to choose whether they get email notifications. Revoked people move to the Revoked tab with your reason. To give them access again, send a new invite.
Cancel an invite
On the Unanswered Invites tab, click Cancel next to the invite. This frees up the seat.
Need more seats?
Click Get more admins, top right. It shows what the next plan adds, or lets you buy extra admins.
Done! What happens next
- Your new admin can log in and only sees what their role allows.
- New admins get email notifications. Switch Notifications off to stop them.
- Click All history, top right, to see every change made on this page.