Once your team has been invited to your community or provider account (see Inviting Your Team), you can manage pending invitations and existing administrators from the same Admins page.
Editing admin permissions
To manage pending invitations or change permissions for an existing administrator:
Log in to your community or provider admin account.
Open the Admin Control Panel and choose Admins under the Manage section.
Find the team member in the Invites or Administrators list.
Select the options icon to the right of their name to open the menu.
For pending invitations, the menu offers Resend Invite to send the invitation email again, and Withdraw Invitation to cancel it. For existing administrators, the menu offers three items: View Profile, Switch admin and Remove as Admin. If you are a community administrator, provider administrators appear in their own list and their menu offers Assign Providers instead. Choose it to tick or untick the providers that person manages. Each change saves as you make it, so just close the dialog when you are done, and unticking every provider removes them as an administrator of all of them.
Switching an admin for someone new
Switching an admin hands one administrator’s place straight to somebody else. It removes one administrator and adds another in the same step, so it needs no spare seat and creates no invitation.
It is there for organisations that only have one administrator. With a single admin seat already in use, you cannot invite the new person first, and removing yourself first would take away the permission you need to finish the handover. Switching does both halves at once. It is always available, not only when your seats are full, and you can use it to replace somebody else as well as to step down yourself.
The option sits on the same menu as View Profile and Remove as Admin. You will find it on community administrator rows and on the rows of people who manage this provider. It is not on the Provider Administrators list, where the menu offers Assign Providers instead.
To switch an administrator:
Open the Admins page in your Admin Control Panel.
Select the options icon next to the administrator who is handing over, then choose Switch admin.
In the Switch administrator dialog, type the email address of the person taking over into Email Address. They must already have a Navigatr account. Continue stays disabled until the address is valid.
Select Continue.
A second dialog appears in red, headed Switch admin to followed by the address you entered. It spells out who is losing the role and warns that the change cannot be undone. Select Switch admin to go ahead, or Cancel to stop.
If you switched somebody else out, you will see a short confirmation and the page will reload. If you switched yourself out, you get an Admin switched dialog instead. Its Continue button takes you out of the admin area, because you no longer have access to it.
The new person is an administrator straight away. There is nothing for them to accept and no invitation to wait for. They get a notification in Navigatr and an email confirming the role, which is covered from their side in Receiving Admin Invitations.
The outgoing admin loses the administrator role for this organisation only. If they administer others, they keep those. If this was their only one, they become an ordinary Navigatr user, and their account is not deleted. If they were also a learner member here, they stay a member: membership and administration are separate. They also get an email telling them their administrator access has been transferred, but only when somebody else did the switching. Handing over your own place sends you nothing.
Some switches are refused. When that happens, a Couldn’t switch admin dialog explains why:
The email address has no Navigatr account yet. Ask the person to sign up, which is free, then switch. You will not need to buy a seat.
The person already administers elsewhere on Navigatr and cannot be switched in here. Their other admin role has to come off first. Administering a different provider is fine: what gets refused is a mix of community and provider roles, and anyone who is a Navigatr platform administrator.
The outgoing and incoming admin are the same person.
The person you are switching out is not an administrator of this provider. A switch is always a swap, so there has to be somebody to switch out.
There is no undo button, and whoever steps down cannot reverse it, because they no longer have access. The new administrator can switch it back the same way, as long as the original admin still qualifies as somebody who can be switched in.
Removing an admin
To revoke admin access for another team member:
Open the Admins page in your Admin Control Panel.
Select the options icon next to the administrator you want to remove.
Choose Remove as Admin and confirm.
The team member loses admin access to this account. Removing someone as an administrator only takes away that access: it does not delete their Navigatr account, and if they were also a learner member of your community or provider they stay a member, which you would remove separately from the Members page. If they also administer other communities or providers, they keep their admin access to those and remain an administrator elsewhere. To restore their access later, invite them again using their email address.
Removing your own admin access
The platform does not currently stop you from removing yourself even if you are the only administrator, so make sure another admin is in place before you step down. The quickest way is to hand your place over with Switch admin, described above. It happens in one step and does not need a spare seat. If you would rather both of you were in place for a handover period and you have a spare seat, invite the new admin instead. Once they have accepted the invitation and joined your account, open the Admins page, select the options icon next to your own name, and choose Remove as Admin.
Tip: For further assistance with managing your team, contact [email protected].