- Home
- Knowledge base
- Delegate Management (Clinical Centre Manager and Administrator)
- Updating a delegate admin role
-
For example, promoting to additional admin roles or de-promoting.
1. Go to Centre dashboard (in Tracking System application)
2. Select: Administrators or Admins
3. Search For the delegate that you want to promote
The Centre administrator list shows only active delegates who have had an admin role assigned to them.
You can search by delegate Name, Email address or delegate ID.
You can also filter by Role or Account status by using the Filter by drop-down.
4. Select Expand to view the delegate registration card. The admin roles that the delegate holds within the platform are tagged at the top
5. Select Manage roles
6. Select or deselect Centre administrator, Supervisor (Educator/Manager) and/or Nominated Supervisor (Assessor)
Make sure No CMS permissions are selected, and you do not need to add a Learning Category (this is a functionality being added for future)
7. Select Save
The delegate's registration card is now tagged with the updated Admin roles
Your delegate will not receive an automatic email notification informing them of the updates to their role. You will need to inform them of this.
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
Feedback sent
We appreciate your effort and will try to fix the article
-
Articles in this folder -
You may like to read -
Updating a delegate admin role
Modified on Thu, 28 Mar at 11:56 AM