Promoting a delegate who does not have an existing admin role within the platform

Modified on Thu, 28 Mar at 11:56 AM

• 1. Go to Centre dashboard (in Tracking System application)

  
  

  2. Select Delegates

  
  

  
  

  3. Search For the delegate record that you want to promote

  

  
  

  
  

  The All delegates list is filtered by default to show only active delegates. You can search by delegate Name, Email address or delegate ID. If you have set up additional question prompts you can also search for delegates within these, using the Filter by drop-down.

  
  

  
  

  4. Select Expand to view the delegate registration card

  

  
  

  
  

  5. Select Manage delegate

  
  

  
  

  6. Select Promote to admin

  
  

  
  

  Clinical Centre Manager, Educator/Manager, Administrators and Assessors are all ‘admin’ roles in the platform, not just Administrators.

  
  

  7. Select Centre administrator, Supervisor (Educator/Manager) and/or Nominated Supervisor (Assessor)

  
  

  
  

  Make sure No CMS permissions is selected, and you do not need to add a Learning Category (this is a functionality being added for future).

  
  

  8. Select Save

  
  

  The delegate's registration card is now tagged with Admin permissions

  

  
  

  Your delegate will receive an automatic email notification informing them of the promotion and you will be cc'd. The delegate will need to log out and log in to their account to see the updated functionalities.

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  Articles in this folder -

  1. Promoting a delegate who does not have an existing admin role within the platform
  2. Updating a delegate admin role

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