1. Home
  2. Knowledge base
  3. Delegate Management (Clinical Centre Manager and Administrator)
  4. Promoting a delegate who does not have an existing admin role within the platform
  5. 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.

      Was this article helpful?

      That’s Great!

      Thank you for your feedback

      Sorry! We couldn't be helpful

      Thank you for your feedback

      Let us know how can we improve this article!

      Select at least one of the reasons
      CAPTCHA verification is required.

      Feedback sent

      We appreciate your effort and will try to fix the article