Learn how to add new admins to your MSP or Single Company, or promote existing users to be admins.
If you're an MSP/vCISO, or an Owner of a single company, and you want to invite an admin to any of your companies, Symbol Security provides multiple ways to do it:
Promoting Existing Users to be Admins
By navigating to the user's list of a specific company, search for the user that you want to promote, and by clicking on the "3 dots" icon at the right side of the list select the option called "Promote User", by selecting this option the app will prompt a modal asking you to select the MSP/vCISO or Single Company where you want to promote that user to, and the role you want to assign to that user.
If you want to know more information about the permissions of each role, take a read of this article: Admin Permissions.
Once you have selected the company where you want to invite that admin to click on the Promote button, suddenly the app will send an invitation to that user with instructions for accepting terms & and conditions and completing the sign-up process.
If the promoted user(s) already have a password defined, they will be redirected to the app, otherwise, they will need to create a new password.
Remember: admin accounts are unique, so if the email that you're trying to promote has another membership in a different company the app will not allow you to promote that user.
**Also note, when attempting to 'demote' a user, this will need to be done manually via a support ticket to support@symbolsecurity.com.
Inviting new admins
Single Companies
By clicking on the Settings action from the sidebar navigation of the company portal, admins with the role "Owner" are able to see the list of admins with access to that company.
By filling in the form fields: First Name, Last Name, Email, and Role, and clicking on the Send Invitation button, admins can invite other admins to the app with the following roles:
- Owner
- Member
- Reporting
MSP/vCISO Companies
From the Command Center (Previous MSP Portal), both MSPs and vCISOs have the option to invite new/existing admins to any of their companies by accessing "Users" from the left sidebar and clicking on the "Invite Admin" button located at the top-right side of the list.
From the New Admin Invitation form, you can:
- Select whether you want to invite a new or existing admin to your company(s).
- Invite an admin to multiple companies with different roles.
- Invite the admin to your MSP/vCISO account.
From both the Command Center (Previous MSP Portal) or the Company Portal, you can remove admins at any time by clicking on the trash icon next to each admin. Also you can change their roles by clicking on the dropdown next to them.