All Admins have access to CHILDREN, CHECKLIST, FORMS, ATTENDANCE, REPORTS and ACTIVITY  Dashboards. They can add and edit children, send messages and request forms. 


As a ‘Super Admin’, you can create additional accounts and customize levels of access unique to each one of your administrators. Super Admins have access to add Administrators and grant them with different levels of access.  


The following steps show how an existing "Super Admin" Account can quickly create a new/additional Admin account for their site.


1. Access the ADMINS Dashboard to Add a new Administrator account.

  • Select Admin/Staff from the Mode dropdown menu.
  • Select the ADMINS Dashboard tab
  • Select + ADD NEW ADMIN



2. Add the account information for the specific staff member 

  • Enter the Account Information in the Edit window
  • Required fields are First Name, Last Name, Email

                               


3. Select the PROVIDER that this Admin will have access to. 

                         


It is important to note that the super-admin will only be able to grant access within the region or site that they are logged in at the time, and have access to. 
If you are interested in allowing access to multiple providers from different regions, you can add permits for the user. Learn more about permits here: Permits: Giving access to multiple sites within a network


4. Select the specific Admin account features to ENABLE for the new account

  • Select the checkbox to grant access to each of the Admin features


These are the Access Items that can be changed:


  • Admins Setup Access – Enable admin to access the ADMINS dashboard. Allows admins to change access control of other admins and their own admin. These are considered ’Super Admins’ in UpBup and can change Access Items for themself or any other admin in the provider or region that they have access to. 

  • Teachers Setup Access – Specify which administrators can add, remove, and change teacher or staff accounts.
  • Staff Setup Access – Specify which administrators can add, remove, and change staff accounts.
  • Custody Setup Access - Enable admin to change CUSTODY on children. Note that any admin with Admins Setup Access turned ON, will be able to toggle CUSTODY option for other admins as well.
  • Messages Templates Access – Enable individual administrator access to create and edit Message templates.
  • Analytics Access – Enable access to Analytics, demographics and reports.
  • Staff Forms Access - Enable Admin to view Forms Dashboard of Staff. Can view any form submitted by Admin or Teacher. 
  • Exclude From Staff Checklist/Forms  - If this option is selected, Admin will not be displayed on the Staff Checklist and Forms Dashboard.  
  • 2 Factor Authentication - Enable/Disable additional account security. For more information on 2 Factor Authentication, check out this article: About 2-Factor Authentication

5. Complete/Accept account information 

  • Scroll to the bottom of the Edit window and select UPDATE to complete creation of the Admin Account
  • Select INVITE to send new Admin an invitation email 

          



6. Verify the new Admin Account and settings

  • While still on the ADMINS tab, find the new Admin account in the records below.
  • Scroll to the right to view the current Admin account info and settings



7.(Optional) Update, Change or set account as ACTIVE or INACTIVE

  • Select the EDIT Action button to the right of the Admin's name.



  • Use the Edit window to Update or Change the specific account information
  • To DISABLE an Admin account, select the Checkbox next to Inactive.
  • Scroll to the bottom of the edit window to select Update to accept the account changes