Functions: Permissions - Admins

As you grow your team, you may need to create more administrator accounts to manage your Sensr Portal investment management software.  Fortunately, this process is very straightforward:

Add a New Administrator

  1. Navigate to Functions and click on Permissions. This will open the Permissions page which is organized by tabs. Click on the Admins tab.

  2. This will open an Admins page where you can view the list of existing admins and the various permissions in the table. Here you can use the +Add button to add an Admin or use the Manage column to Edit and Deactivate any of the admins in the table.

  3. When you click +Add a new page opens with Admin Details to complete. Enter the details of your new admin:
    • Admin group: select the group you want this new admin to belong to.
    • Email: the email they will receive communications. They will also use this address to sign in.
    • First Name / Last Name: their name.
    • Receive Email Updates:  check this if you want this admin to receive updates from the system.
    • Read-only: check this if you only want this admin to be able to read-only the information on the system.
    • Allow Billing Access: to give the admin access to billing information.
    • Secure CRM: If a client has secure CRM fields in their system (e.g. banking details) and an admin without secure CRM access downloads any report that has contact and/or investor fields included, the data in those secure CRM fields will be scrambled so that the admin cannot see the true data in those fields. If that same admin tries to edit or view the data for secure CRM fields in the portal, it will be asterisked out.
    • Reply To: This field can only be checked for one administrator; this email is flagged as the Reply To email for all communications sent to users from the software.

IMPORTANT: Read-only admins will not be able to add, edit or delete any information. Any attempt to edit/create/update information will be denied. They also do not have access to the Functions and Reports menus.

  1. Click Create Administrator. This will take you to the view Admin page. 
  2. A green banner appears at the top indicating the administrator was successfully created. Click Reset Password to invite this admin to log in to the portal and access their account.

  1. This will open a new window to send the new admin an invite email.
  2. Click Send Email to invite them to the system.

IMPORTANT: Be sure to invite the admin by clicking View on the Admin and then clicking Reset Password to send them a reset password invite:

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