Adding a New Admin

Overview

This article contains information on how to manually add a new admin into BBO.

Steps

Adding the New Admin

1. Click on the Admin dropdown and select Administrators.
   
   
2. Press the Add button in the upper right.
   
3. On the General tab, at the minimum, complete the following fields:
   • Username
   • First Name
   • Last Name

   

4. On the Permissions tab, select the entities and features the admin should access.
   • The Tabs settings can be turned on or off to permit or restrict admin access to various parts of the system.
   • The Restrictions section controls admin access to employee SSNs and GDPR functionality.
   • The Onboarding settings, if enabled for your system, gives admin access to the Onboarding tab and related functions.
     • See Granting Admin Access to Onboarding for more information on Onboarding specific settings.
5. Go to the Communications tab and select what emails and notifications the admin should receive:
   • Receive Notices - Must be turned on for the admin to receive any emails from the system.
     
   • Errors Information - Determines if the admin is able to view error logs from the system.
     
   • Warnings Information - You may choose which warnings you want the admin to see.
     
   • Notifications - These settings let the admin know when the status of timesheets have changed or when onboarding documents have been submitted.
     
6. Once you are done adjusting the settings for the admin, select Save to confirm your changes.