If you wish to assign the Client Admin role to another person and they are not already in the system, follow the steps in Inviting a User to add them.
Then, follow the steps below to grant Client Admin permissions:
1. Navigate to the User Roles Interface:
- Log in to the admin portal of your organization at https://appmanager.olisystems.com.
- Select "User Roles" from the sidebar to access the User Roles interface.
2. Identify the Target User:
- Locate the desired user from the list.
3. Click the Pencil Icon:
- In the target user's row under the "Roles" column, click the pencil icon to edit their roles.
4. Select Client Admin from the List of Available Roles:
- Select the Client Admin role to assign it to the user.
5. Assign the Role:
- Clicking the red check box will confirm the role assignment.
You have now granted Client Admin permissions to a new user.
Note: To remove the Client Admin role from a user, follow the steps in this article: Unassigning Roles From a User.