SmartBiz & CommandWorx App | How to Add a Secondary Admin
The CommandWorx app for SmartBiz allows you to invite a secondary admin to manage the app. This feature is particularly helpful for businesses that have a secondary owner, assistant manager or leader that shares in the day-to-day business responsibilities.
Instructions
Once the primary account has been setup:
Open the CommandWorx app from your mobile device.
- Login to CommandWorx with the primary admin credentials
- Go to admin control page (settings, bottom right)
- Go to Account and Admins
- Select Invite Admin
- Add first name, last name and email address of a secondary admin.
- Click on Send Invite.
- Email will be sent to the Secondary email address.
- Secondary Admin will click on Create my password and enter password. (Temp password)
- This email/password will be used by the secondary user to login into CommandWorx.
- Secondary user can login to CommandWorx with username and temp password and set their new password.
- Secondary email login will have access to all features with the exception of Account Admin.
- Checking Secondary Admin in "Account Admins" option in Primary CommandWorx account:
- Login to CommandWorx with primary admin credentials.
- Go to admin control page.
- Check secondary admin under "Account Admins" options.
- If the secondary admin has set up their account, the status will show Activated. Otherwise, it will show Pending and you can choose to resend the invite.
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Removing the Secondary Admin
Removing the secondary admin may be accomplished in the CommandWorx app following these steps:
- Within the CommandWorx app, go to settings (gear icon) and select Account and Admins.
- Under Secondary admin, simply swipe left over the name listed. A trash can will appear, click on that to remove the secondary user.