Add administrators or edit permissions
Add administrators from Settings → My Staff, or ask JourneyCARE support to set access for you. Website editing on the premium site editor can only be granted by the JourneyCARE team.
What you can set yourself
You can give team members access to work in your database, send emails, and use other non-website features. Access to website editing on the premium site editor must be set by JourneyCARE.
If you prefer not to configure access yourself, email [email protected] with the person’s name, email address, and what they should be able to do.
Add a team member
Create the user from My Team, then set their permissions before you save.
In the left-hand navigation, go to Settings at the bottom.
Click My Team.
Click Add User in the top right.
Enter at least the person’s name and email address. Add a mobile phone number when you have one so they can receive two-factor authentication codes by text, which typically arrive faster than email.
Click Next to open permissions. You can return later to add details such as an email signature.
Set administrator permissions
On the permissions screen, keep the default admin role and choose which feature categories this person can use.
Leave User Role set to Admin.
Leave Data Visibility Scope set to All Records unless you assign contacts to specific team members.
Turn a permission category on by toggling its slider to the right (blue), or off by toggling left (gray).
With a category on, check or uncheck individual items inside it.
Optional: click Copy Permissions in the top right and choose an existing team member to match their access.
Click Save in the bottom right.
JourneyCARE sends an administrator invitation automatically. The new team member sets their own password.
After you save
The invitation is time-sensitive. Tell the team member to accept it promptly.
If the invitation expires, open Settings → My Staff, select the person, and use the button to resend verification.
If you are unsure about permissions
Many permission labels sound similar, and your organization may not use every feature. Email [email protected] for help matching access to the person’s role.