Functions: Permissions - Admin Groups
Sensr Portal allows you to control access using Admin Groups as described below:
| Group Type | Description | Access Enabled | Access Disabled |
| Default Group | All admins in the portal that are not part of a subgroup | All funds, investors, contacts, functions and reports. | N/A |
| Subgroup | Admins in the portal that are part of one subgroup | Only specific funds per the subgroups and the investors and contacts assigned to the funds in the subgroups. |
|
| Read Only Admins | Read Only Admins can be in either Default Group or Subgroup | Same access as defined in above but Read Only (view). | View as Contact |
Add New Admins to an Admin Group
Set Up Admin Groups
- Navigate to Functions menu and click on Permissions from the menu.
This will open up the Permissions page which is organized by tabs. Click on Admin Groups. Here you can view the existing admin groups, number of related funds and admins, as well as any tags. In addition, you can use the Manage column to Edit or Deactivate the group.
- To add a new Admin Group, click the +Add button.
- On the details page enter the Admin Group name and select which funds the group should have access to.
- Click Create Admin Group.
Add Funds to an Admin Group
Adding Funds to an Admin Group allows you to limit admin access to only those funds.
Navigate to the admin group page and click on the Edit Admin Group button.
- This opens the Edit Admin Group page. Use the checkboxes to select the funds you want the admin group to be able to access on the portal.
TIP: A fund can be included in many different admin groups. This is in contrast to admins, who only have access to one admin group (Default or a specific Subgroup).
Add New Admins to an Admin Group
When adding admins to the portal, they are automatically included in the Default group, unless another Subgroup is specified. Follow the steps below to add an admin to a specific Admin Group.
Navigate to the admin group page - you will be launched to this page automatically if you just created the group. Otherwise go to Functions menu and select Permissions. Then click on the Admin Groups tab. Click on the name of your desired admin group to modify.
Click to view larger version Under the Administrator section, click +New Administrator button.
- Enter the details of the new admin (email, first and last name, select the necessary checkboxes). Then click Create Administrator.
NOTE: If you want this admin to have read-only access, check the box Read only. This means the admin will not be able to make any changes or add or delete content.