1.From the Welcome page, mouse over Admin on the main toolbar and click on Users.

 

 

2.On the Users page, type in the last and/or first name and click on the Search button. You can view all staff by leaving all fields blank and clicking on the Search button.

 

 

3. Locate and select the desired user by clicking on the name to view the individual’s User Record.

 

 

4.Click on the Edit Record button.

 

 

5.Click on the arrow to display the custom field section of the user’s record.

 

BEFORE

 

 

 

AFTER

 

 

6.Select the CPO Delegate box to add the Org Admin permission.

 

 

7.Deselect the CPO Delegate box to remove the Org Admin permission.

 

 

8.Click on the Save button to save selection and Cancel button to cancel selection (located at bottom of page).

 

 

IMPORTANT NOTE: It may take a few hours for the user to gain access to the Org Admin functionality. Please have them check back later, up to 6 hours.