Limited Admin Access

As of the February 21st, 2022 update, this information is no longer relevant. Please see the latest article on Security Roles for the latest best practices on limited administrators and other use cases.

Certain users in your client companies will fall between needing to see all of the user content and only some of the admin content. And, if they're basic users or limited access admins, you'll need to modify their user groups to get them to see admin content. 

For that, we'll turn to User Groups, in which there are look at two ways to do this.

Method 1: Directly within Usage > Users

**Note: This method only works if Usage > Users is enabled from the feature sets. If you've chosen a feature set that doesn't have this option, skip to method 2. **

Start by navigating and impersonating an admin in the company that needs sub-admins.

Navigating to Usage on the left hand side of the feature sets, you'll see a sub-menu option for users. That's your users loaded into a particular account. At the top, you'll see a tab for "User Groups".

By default, you'll only have "Admin" and "Everyone" created. We're going to create a new user group called "Limited Admin". 

Once created, we'll need to assign your sub-admin access users into this group. Swap back to the Users tab and select the necessary user and click on Edit at the top right. The third tab over is Groups - in here, we'll see the new User Group you created in Available Groups. Drag and drop that field into the Selected column.

Now, that user will be part of the "Limited Admin" user group.

Repeat this process for any other users that need sub-admin privileges - once you created the initial Limited Admin group, it will be available within the Available Groups column on the right on a per-company basis.

Because user groups are company specific, you'll need to create it once per new company - but then it'll be available to all users within the company.

Method 2: Within Partner > Clients

 In Partner > Clients, the second tab over is Users. This will load up the users you have through all of your clients, which can be a lot. The benefit of creating a new user group this way is that you can skip impersonation steps.

Once in the "Users" tab, locate the user you'd like to be part of the sub-admin group. You can use the filter tab next to the users to input the name of the user directly.

Once you've located the user, select them and click on Edit at the top right. 

Navigate to the third tab over, Groups, and click on the blue subtext to the right of Selected to quickly add a new User Group. We're going to create one called "Limited Admin".

Now, that user will be part of the "Limited Admin" user group.

Repeat this process for any other users that need sub-admin privileges - once you created the initial Limited Admin group, it will be available within the Available Groups column on the right on a per-company basis.

Because user groups are company specific, you'll need to create it once per new company - but then it'll be available to all users within the company.

Once your users are tagged correctly, you must now assign content to thew new user group.

Assigning the Content to the User Group

Navigate to Partner > Content and choose content that needs to be visible to these sub-admin users. After clicking on a content package, we need to click on "Settings" and then Edit at the top right. 

From here, the second field down allows us to add additional user groups that need to see this content - go ahead and write in "Limited Admin" or whatever you named your user group created earlier.

You will need to add this group to any Limited Admins in your client companies who you want to view this content.

Re-publish the content and it will now be available to the sub-admin users.