In the Tapt Dashboard, user roles play a crucial role in effectively managing Tapt operations within your organisation. Understanding the distinctions between the Account Administrator and Group Manager roles will help you optimise card and profile management.
Account Administrator Role
The Account Administrator (AKA Superuser) holds a pivotal position in overseeing the Tapt platform for the entire organisation. This role is granted the highest level of access and control, allowing comprehensive management of Tapt operations.
Responsibilities of an Account Administrator (AKA Superuser):
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 have the ability to manage and configure overall company account settings.
Group Manager Role
The Group Manager role operates on a more localised scale within the Tapt platform. This role allows for effective management of specific groups within the organisation.
Responsibilities of a Group Manager:
Managing Specific Groups: Group Managers oversee designated faculties or groups within the organisation, such as executive, sales, or marketing teams.
Group-Specific Editing: They can edit profiles and settings within their assigned group, ensuring tailored management within specific teams.
Adding User Roles: Step-by-Step
To add a user as an Account Administrator or Group Manager, follow these steps:
Log in to the Tapt Dashboard using your account administrator credentials.
Click on "Settings" in the left-hand toolbar.
Access the "Organisations" tab at the top of your screen.
Under "User Accounts," click on "Invite User."
Input the email address of the person you wish to invite.
Choose the appropriate role between Account Administrator and Group Manager.
Click "Send Email Invitation" to notify the user.
For any further inquiries or assistance, please reach out to our dedicated Tapt Support team, or contact your Tapt Sales Representative.