Anviz - How to put new admin on CrossChexcloud

CrossChex Cloud allows you to assign administrative access to a user and restrict the permissions available to that user.

This guide explains how to assign a role to a user, configure the role's access permissions, and help the user activate their CrossChex Cloud account.

Requirements

Access to CrossChex Cloud with permission to manage employees, roles, and supervisors.
An existing employee account for the user who will become the new administrator.
A valid email address for the user.

1. Update the Employee's Email Address

Step 1: Open the Employee List

Organization > Employee

Step 2: Select the User

Find the employee you want to assign as the new administrator.

Click Edit beside the employee's name.

Step 3: Add a Valid Email Address

In the employee information section, enter the user's valid email address.

Click Save to save the changes.

2. Create a Role and Configure Its Permissions

Step 1: Open the Role Settings

Navigate to:

Settings > Role

Step 2: Create a New Role

Click Add.

Enter the role name, then click Confirm.

Step 3: Configure the Role's Access Permissions

Select the role you created.

Click Settings, then select the access permissions you want to grant to that role.

Once you have configured the permissions, click Confirm to save the changes.

Note: Select only the permissions the user needs. This allows you to restrict the user's access to specific functions.

3. Assign the Role to the User

Step 1: Open the Supervisor Settings

Navigate to:

Settings > Supervisor

Step 2: Add the User

Click Add.

Select the user you want to grant access to, then select the role you created.

Click Confirm to complete the assignment.

4. Activate the User's CrossChex Cloud Account

Step 1: Log Out of CrossChex Cloud

After assigning the role, log out of your current account.

Step 2: Check the User's Email

Ask the user to check the inbox of the email address you registered for them.

They should receive an invitation email from CrossChex Cloud.

Step 3: Accept the Invitation

Open the invitation email and click Join Now.

This will redirect the user to CrossChex Cloud.

Step 4: Create a Password

Enter a new password, then click Join to complete the account registration.

Step 5: Proceed to the Login Page

Click Jump Join, as indicated in the original guide, to proceed to the login page.

Step 6: Log In to CrossChex Cloud

The user can now log in using their registered email address and newly created password.

The user should have access to the functions permitted by the role assigned to them.

Quick Reference

Task	Menu Path or Action
Open the employee list	`Organization > Employee`
Edit employee information	Select the user, then click `Edit`
Create a role	`Settings > Role > Add`
Configure role permissions	Select the role, click `Settings`, and choose the allowed access
Assign a role to a user	`Settings > Supervisor > Add`
Accept the invitation	Open the email and click `Join Now`
Activate the account	Create a password and click `Join`
Log in	Use the registered email address and new password

Important Notes

Make sure the employee's email address is valid so they can receive the invitation.
Create and configure the role before assigning it to the user.
Carefully review the role's permissions to ensure the user has access only to the functions they need.
The user must complete the email invitation and password setup before logging in.
Menu names and available options may vary depending on the CrossChex Cloud version.