How to Add an Administrator

Overview

Adding an administrator allows you to give another person access to manage your provider account. Follow these steps to add a new administrator to your contacts and assign them the appropriate role.

Steps to Add an Administrator

1. Go to the Contacts section and click the Add button, then select Add a contact.
2. Enter the email address and name of the new administrator. The other information is not required.
3. Click Add contact to create the contact.
4. On the right side, in the User panel, click Send sign-up request. Choose a language and click Send.
5. Ask the recipient to check their email, click the link, and register an account. They should follow the registration process and then the connection process.
6. After they have completed the process, refresh your page. The User panel should now say Connected to a user.
7. Click the Access tab on the contact, then click Edit next to role. Assign them the appropriate role and click Save.
8. The new administrator can now sign in to the account they created at app.bookingleaf.com to access the provider.

Important Information

• The new administrator must complete the registration process before you can assign them a role.
• Only users with the correct role will have access to administrative features.
• You can change or remove roles at any time from the Access tab.