In the Tapt Dashboard, you can assign a user one of two roles, Admin or Group Manager, to help manage Tapt operations efficiently within your organisation. Understanding the differences between these roles will optimise card and profile management.
Account Admin Role
The Account Admin has full control over the dashboard, overseeing the Tapt platform for the entire organisation. With the highest level of access, this role enables comprehensive management of Tapt operations.
Responsibilities of an Account Admin:
Organisation-Wide Management: Account Administrators have authority over the entire Tapt platform, enabling organisation-wide edits, profile management, and account oversight.
Profile Editing: They can edit profiles across all facets of the business, ensuring consistency and accuracy of information.
Global Settings: Account Administrators can manage and configure company account settings, including inviting Group Managers and other Admins.
Group Manager Role
The Group Manager role operates on a more localised level within the Tapt platform, allowing for effective management of specific groups within the organisation. Below is an example of what a Group Manager sees when logged into the dashboard.
Responsibilities of a Group Manager:
Managing Specific Profiles: Oversee designated teams or departments, such as executive, sales, or marketing.
Group-Specific Editing: Edit profiles and settings within their assigned group, ensuring tailored management for specific teams.
Applying User Roles: Step-by-Step
To add a user as an Account Administrator or Group Manager, follow the steps in the How to Add additional Admins article. You are also able to change a users role by following the steps below:
Log in to your Dashboard (ensure you are logging in as an admin)
Navigate to the Settings section and click Organisation to manage user roles
Click on the dropdown next to the user
Need a Hand? We’ve Got You!
If you're unsure which option is right for you or need help, our support team is here for you. Reach out anytime, we’re happy to assist!