How to Make Someone an Administrator

Promoting a team member to Organisation Administrator gives them full management access to your organisation, including the ability to invite users, create teams, and manage all organisation settings. Only existing administrators can promote other users to this role.

• You must be logged in as an Organisation Administrator
• The user you want to promote must:
  • Already be a member of your organisation
  • Have the role "Staff" (not already an administrator)
  • Be an active user (not disabled)
• You'll need access to your registered mobile phone or email to receive a one-time verification code

1. From the sidebar, click My Organization
2. Click the Members tab to view all users in your organisation
3. Find the user you want to promote in the members list
4. Click the kebab menu (⋮) on the user's row
5. Select Promote to Organization Admin from the dropdown menu
6. A confirmation dialog appears with the title "Confirm Promotion to Organization Admin"
7. Review the message to ensure you're promoting the correct person: "Are you sure you want to promote [FirstName] [LastName] to organization admin?"
8. Click Yes to proceed (or Cancel to abort)
9. An "OTP Verification" dialog appears immediately
10. The system automatically sends a verification code to your registered mobile number and/or email address
11. You'll see a message: "Verification code sent to [your-masked-contact]. You can use either one."
12. Check your phone (SMS) or email for the 6-digit verification code
13. Enter the code in the input field (paste is supported and will auto-detect the code type)
14. Click Verify Code to complete the promotion

After successful verification, both dialogs close automatically. The members table refreshes, and the user's role badge updates to show "Admin". The change is also recorded in your organisation's audit log.

• Can't find the Promote option? The menu item only appears for users who currently have the "Staff" role. Users who are already administrators will show "Demote from Organization Admin" instead
• Disabled users: If a user is disabled, you must enable them first before you can promote them. Disabled users only show the "Enable user" option in their kebab menu
• Resend OTP: If you don't receive the verification code within 30 seconds, click Resend OTP in the verification dialog. The resend button has a 30-second countdown between attempts
• Email vs SMS code: If you have both a verified phone number and email address, you'll receive codes via both channels. Email codes are 7 characters and start with the letter "e" (e.g., e123456), whilst SMS codes are 6 digits
• You cannot promote yourself: For security reasons, the promote option doesn't appear in your own kebab menu. You'll need another administrator to promote you
• Wrong verification code? If you enter an incorrect code, an error message appears below the input field. The dialog stays open so you can try again or request a new code