Manage Admins and Staff
- Click 'Management' > 'Staff'
The 'Staff' screen lets you add staff members and assign them to roles. You can also transfer account admin privileges to another MSP/Enterprise administrator.
- Click 'Management' > 'Staff' in the top-navigation:
The 'Staff' interface will open:
Staff List - Table of Column Descriptions |
|
---|---|
Column Header |
Description |
Name |
The full name of the staff member. |
|
The email address of the staff member. Staff should use their email address to login to C1. |
Verified |
Whether the staff member has confirmed their email address.
|
Role |
A 'role' determines the permissions that a staff member has within the C1 interface.
See 'Manage Roles' for more on default roles and creating new roles. |
Two-Factor Authentication |
Whether or not additional login security is setup for the staff member. More details on this are in Set-up Two-Factor Login Authentication. |
- You can navigate to different pages by clicking 'Next', 'Prev' or the page number at the bottom.
Sorting and Filtering Options:
- Click any column header to sort users in ascending or descending order according to the column label.
- Filter the list or search for specific staff member(s) by entering their name or email address in the search field at top right in part or full.
The interface allows you to:
To
add a staff member and assign a role
- Click 'Management' > 'Staff' in the top-navigation
- Click the 'New Staff' button in the 'Staff' interface
The 'New Staff' form will be displayed:
- Name - The full name of the new staff member
- Email - The email address of the staff member. This also acts as the staff member's username.
- The account activation email is sent to this email address.
- Staff must click the activation link in the mail then create a password
- The staff member can login to C1 after completing the steps above.
- Role – Select the privilege level for the staff member.
- See 'Managing Roles' for general help with roles
- See 'Admin Privilege Levels' for a list of the permissions with each built-in role
Note: Staff with 'Admin' privileges can only be created by the account admin. |
- Click the 'Save' button.
A confirmation message will appear. The content of the message varies according to the role and account type:
- Click 'OK'
- An account activation mail is sent to the new user. An example is shown below:

- Staff should click 'Verify my email' then set a unique password to log into C1.
- After verification, the staff member can login to C1 with their email address and password.
- The new staff member is also added to Service Desk and Endpoint Manager at the same role level.
- Two factor authentication – If enabled, staff will also need to enter a code which is sent to their phone. See Set up Two-Factor Login Authentication for more details.
- Endpoint Manager also lets you add 'standalone' staff who can only access Endpoint Manager. Staff created in C1 can access endpoint manager, but staff created in endpoint manager cannot access C1.
A staff member with appropriate privileges can edit the names of other staff, assign different roles and transfer account admin rights to another administrator.
Note: Staff can be edited only after they have validated their email address by clicking the link in the verification email. |
To
edit the details of a staff member
- Click 'Management' > 'Staff'
- Select the staff member then click the 'Edit' button:
The 'Edit Staff' dialog will open.
- Update staff details as required and click 'Save'. Please note the email address field cannot be edited.
A confirmation dialog will appear:
- Click 'OK'
Transfer account admin rights to a different administrator
Note - only the current account admin can perform this task.
- Click 'Management' > 'Staff'
- Select the admin to whom you want to transfer rights and click the 'Edit' button
- Click the 'Role' drop-down and select 'Account Admin':
- Click 'Save'
- Click 'OK' in the confirmation dialog:
- Account admin rights are transferred immediately. You will be logged out and redirected to the login page:
-
Click 'OK'.
- You can still login with the same credentials but will have only regular admin privileges.
Remove an administrator or staff member
Note - deleted staff will also be removed from Service Desk and Endpoint Manager, even if they have different roles in each.
- Click 'Management' > 'Staff'
- Select the staff member that you want to remove
- Click the 'Delete' button:
A confirmation dialog will appear.
- Click 'Delete' to confirm removal
- Click
OK in the confirmation dialog:
Reset Two Factor Authentication for a User
- Select the staff member then click the 'Reset Two-Factor Authentication' button:
After
the reset, the user will need to
complete the two-factor authentication process again in order to
access their account. See Set
up Two-Factor Login Authentication to find out more about Two-Factor Authentication.