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      How to Add Admin and Change Account Ownership

      In the article, you will learn about three types of user roles and how to manage them.

      Types of Roles and Accesses

      There are three types of roles: Account Creator/Owner, Admin, and Learner (User).
      You have the flexibility to either elevate an existing user to Admin status or add a new admin. In Wizer, there is no cap on the number of Admin Users. For more information, please refer to the articles How to Add Users and How To Edit User's Profile.
      Role/ Actions Add an admin Add a user Edit Access Level Disable Account Creator/Owner Disable Admin Disable User Change Account Owner*
      Account Creator/ Owner ✔️ ✔️ ✔️ ➖ ✔️ ✔️  ➖
      Admin ✔️ ✔️ ✔️ ➖ ✔️ ✔️ ➖
      User / Learner ➖ ➖ ➖ ➖ ➖ ➖  ➖ 

       * To change the account owner, please send an email request to support@wizer-training.com.

      The Account Creator, who also has Admin level access, can invite new admins and learners, promote learners to admins, and disable both admins and users. 
      The admins can invite new admins and learners, promote learners to admins, and disable admins and learners. The Account Creator's profile cannot be disabled.
       

      How to Add the Additional Admin

      1. Converting a Learner to an Admin:
      • Go to the 'Users' tab on the sidebar.
      • Use the search function to locate the user by name or email.
      • Click on their email to access their 'Profile' page.
      • Select 'Edit Profile'.
      • Change the 'Access Level' from 'Learner' to 'Admin'.
      • Click 'Save Changes'.
      2. Assigning Admin Role During Invitation:
      • Go to 'Add New Users' under the 'Users' tab.
      • When inviting a new user, set their 'Access Level' to 'Admin'.
      • The new admin will receive an email with a verification link.

      3. Customizing Notifications & Assignments:

      • After assigning the admin role, you can customize notifications and assignments as needed.
      • Once finalized, click 'ADD USERS' to complete the process of adding the new admin.

       Click ADD USERS to finish adding the new admin. 

      How to Change Account Ownership?

       

      The ownership of the account can be granted to another admin as per request from the current owner/account creator.

      Please email us to support@wizer-training.com providing the email of the new Account Owner (Admin).

      Best regards,

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