This guide explains how you can add and manage policy administrator roles within your policy domains. It helps you understand what each field means, how to assign access correctly, and how existing administrators can be updated when needed.
How to add a new policy administrator
You can create a new policy administrator by going to Policy Management and selecting Administrator roles. From there, use the form titled Add a new policy administrator. You will be asked to complete the following fields:
Email
Enter the user’s email address. It must match the email address already registered in the portal.Roles
Select from the dropdown list of available roles that include policy management access.Domain access
Choose one or more policy domains. You can assign access to multiple domains if needed.
Once completed, select Add policy management access to grant the user the appropriate permissions.
How to update an existing policy administrator
In the second box on the page, you will see all current policy administrators. You can use the Search function to find a specific user quickly.
When updating an administrator:
Adjust their assigned role
Modify the policy domains they have access to
Select the Update button on the right once you have made your changes.
What administrators can see
Policy administrators will only see the specific policy domains that you have allocated to them. This helps maintain control and ensures that each administrator only works within their assigned areas.
Conclusion
You now know how to add and manage policy administrator roles, assign domain access, and update existing administrators. If you need further support, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].