Administrator Functionality

1. Introduction

The administrator access level can perform certain functions that are unavailable to the other levels.

Introduction

2. Settings

Only an administrator can edit the name of an organization. To do this, select Settings from the drop-down menu in the upper left corner.

Settings

3. Organization Basics

Administrators can edit the organization name using the Name text box. Scroll down to the Organization Team

Organization Basics

4. Organization Team

Also on the Organization Settings page is a directory of team members. Administrators can use this list to change the access level of any member, assign a billing contact, send an invitation to join the plan, or remove a member.

Organization Team

5. Access Level

Access the Access Level settings.

Access Level

6. Billing Contact

Access the Billing Contact information.

Billing Contact

7. Edit or remove member

Edit or remove member

8. Status

Using the status field, Administrators can tell when an invitation to join Causey is waiting to be accepted, if the invitation is close to expiring, or has expired.

Status

The green check notes that a user has been invited and has joined the software.

The black X notes that a user has been added to the plan but not invited to join the software yet.

The green clock notes that an invitation is waiting to be accepted. A person has 14 days to accept an invitation. They will be reminded two times during that window if they have not yet accepted the invitation.

The orange clock notes that an invitation has been sent, has not been accepted yet, and is close to expiring.

The red X notes that an invitation has been sent but was not accepted before expiring. The invitation has expired and a new invitation will need to be sent.

This guide covered accessing various sections within Causey to manage settings, organization details, access levels, and contact information efficiently using the Administrator Functionality.