In order to protect the security of your PolicyPak Cloud Portal, it's important that YOUR company administrators be involved in adding new administrators.
The first individual added in a brand new account is a FULL administrator with ALL the available roles assigned, including Company Admin Manager.
If more than TWO people will be using the Cloud Portal, it's essential that the initial administrator assign the Company Admin Manager role to one or more people.
After the 2nd user is added to the Cloud Portal, any future administrators can only be added if ONE of the existing administrators with the Company Admin Manager role approves it. Adding subsequent administrators will present the dialog below...
Once you click Create Request, all existing administrators with the Company Admin Manager role will receive an email notifying them of the request. Any ONE of these persons can approve or reject the request.
In addition to the email, these administrators can also log into the Cloud Portal to view any pending request and approve/reject from there.
Locate/select the New request and click View...
Verify the details and either Accept for Reject the request. The requestor will receive an email indicating if the request was approved or rejected.
