Administrator Privileges
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What are Administrator Privileges? When granting users access to the system, Wise Option will automatically ask you if this user should be an Administrator. Administrators have additional access to critical features (i.e. Massive Invoice Cancellation and Tag creation). It is for this reason we recommend being very strict and limit the amount of users that have Administrator access. Who should have Administrator Privileges? As few individuals as possible. Only those who are trusted with critical features of the program. How do I know if someone is an Administrator? Go to Data > Professionals > Select their username from the list on the left. If they are an Administrator, they will have a red Administrator label next to their username. Can multiple people be Administrators? Yes, but it is our recommendation that you limit this privilege as much as possible. How do I make someone an Administrator? Go to Data > Professionals > Select their username from the list on the left > Click "Grant Access" at the bottom. Answer "Yes" to the first and second questions. How do I take away Administrator Privileges? If you would like to remove someone as an Administrator but keep them as a user with access to the system, follow the same steps above. Once you click "Grant Access" > Answer Yes to the first question and No to the second. If you click on another user and click back on their name, you will notice the red Administrator label is gone from their profile.